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Michelle Rosenberg

25 Years of Experience
Spring Valley, NY
Broker

Michelle Rosenberg is a registered investment advisor at Cetera Investment Advisers LLC, based in Spring Valley, NY, with 25 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2 Perlman Drive, Suite 203, Spring Valley, NY, 10977

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michelle is a 50% owner and manager of Rosemill Ventures LLC, a business consulting firm, spending minimal time per week. She is also a co-owner of Millman and Rosenberg Associates, Ltd., a tax consulting and business management firm, dedicating about a quarter of her time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2021 - Present · 5 yrs 1 mo
Cetera Financial Specialists LLCBroker
January 2001 - Present · 25 yrs 4 mos
State Registrations8 states
CACTFLNJNYPAVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.