Eric Rosenberger
Eric Rosenberger is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Morristown, NJ, with 23 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B 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 | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
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.
Exams
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