David Rosenzweig
David Rosenzweig is a registered investment advisor at Berman, Sosman & Rosenzweig Cpas PLLC, based in Jericho, NY, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Location
30 Jericho Pl, Executive Plaza, Jericho, NY, 11753
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a managing member and CCO of Berman, Sosman & Rosenzweig LLC (RIA), dedicating a few hours per week. He is also a managing member and CPA at the CPA firm, spending about a quarter of his time there.
Employment History
Current Registrations
Berman, Sosman & Rosenzweig Cpas PLLC
State Registrations2 states
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