AR
CFA
AR
CFA

Andrew Rosenberger

19 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
182 advisors
Number of Clients
194,403 clients
Average Client Portfolio
$297K average
Assets Under Management
$57.7B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

1055 Westlakes Drive, Suite 250, Berwyn, PA, 19312

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Andrew is a joint owner of ACTG Holdings L.L.C., an LLC created for asset protection and to hold real estate properties since 2020. He spends minimal time on this activity, outside of business hours.

Employment History
Current Registrations
Orion Portfolio Solutions, LLC
January 2023 - Present · 3 yrs 1 mo
Brinker Capital Securities, LLCBroker
June 2006 - Present · 19 yrs 8 mos
Previous Registrations
Orion Portfolio Solutions, LLC
January 2022 - January 2023 · 1 yr
Brinker Capital Investments, LLC.
October 2020 - December 2021 · 1 yr 2 mos
Brinker Capital INC
April 2010 - October 2020 · 10 yrs 6 mos
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.
Andrew Rosenberger - Financial Advisor | TrueAdvisor