Steven Rosenberg is a registered investment advisor at The Aranda Group Advisors, LLC, based in Jenkintown, PA, with 24 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 159 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable based on the nature of the account, including size and complexity. The same rate applies to Unified Managed Accounts.
Fee Estimator
Location
724 Old York Road, Jenkintown, PA, 19046
Get directionsHistory
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 Activities
Steven is the treasurer for the Philadelphia Region Sports Car Club of America, spending minimal time per week. He also owns The Aranda Group, spending about a quarter of his time as president, sells pottery at the Community Art's Center, and is an owner/limited partner in Woodlea LLC and SAR Properties LP.
Employment History
Current Registrations
The Aranda Group Advisors, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.