Craig Rosenblatt
Craig Rosenblatt is a registered investment advisor at Cetera Investment Advisers LLC, based in San Leandro, CA, with 23 years of industry experience. Craig 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
Firm Size
IM Fee
Assets Under Management
Location
15261 Hesperian Blvd, Suite B, San Leandro, CA, 94578
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Craig is an insurance agent selling life insurance and annuities, dedicating a few hours per week. He is also a California CPA providing tax preparation and advice, spending a significant amount of time on this activity, and the owner/operator of Premiere Financial Solutions and Rosenblatt Advisors, spending about a quarter of his time on each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations25 states
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