Mark Rosen is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Westborough, MA, with 9 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1800 West Park Dr Ste 150, Westborough, MA, 01581
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark is a CPA at Rosen & Associates, LLP and owner of Mark B. Rosen, CPA, PC, dedicating full-time hours to each. He also acts as a financial advisor through DBA CCR Wealth Management, LLC, spending a few hours per week on this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
State Registrations1 state
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