Eric Rosenberger
Eric Rosenberger is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Morristown, NJ, with 22 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
161 Madison Avenue, Suite 200, Morristown, NJ, 07960
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2018Other Business ActivitiesSells Insurance
Eric is a director at Family Wealth Planning, LLC, an investment advisor rep at Kestra Advisory Services, and a managing member/partner at Synthesis Wealth Planning, LLC, dedicating full-time hours to these activities. Additionally, one of Eric's employees markets medicare supplemental plans, sharing the revenue with his firm.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Summit Equities INC
Summit Financial Resources INC
Summit Equities, INC.Broker
State Registrations26 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.