Andrew
Rosner

Woodbury Financial Services, Inc

CRD#6037941
Investment Advisor
in Carlsbad, CA

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About this Advisor

Andrew Rosner is a financial advisor working out of Carlsbad, California, who has been in the financial industry for 10 years. Rosner is an advisor for Woodbury Financial Services, Inc. Throughout their career, Rosner has worked at Massmutual Life Insurance Company, Mml Investors Services LLC, Axa Advisors, LLC, Eqis Capital Management, Inc, Epstein And White Financial LLC, Epstein And White Retirement Income Solutions, LLC and Woodbury Financial Services Inc. Rosner holds Series 66 and Series 63 licenses, designating them as a securities agent, and is registered to advise clients in California and Michigan. Woodbury Financial Services, Inc is a financial advisory business headquartered in Carlsbad, California. It has offices in 837 locations and a total of 3,216 people on staff. It controls $21 billion in assets under management among its 91,382 customer accounts, placing it among the largest firms in the country by assets under management. The firm advises 172 charities and foundations. Of its 91,382 customer accounts, 18% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Woodbury Financial Services, Inc has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees usually are based on the type of financial services. Fee types charged by Woodbury Financial Services, Inc most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

2131 Palomar Airport Road Suite 225
Carlsbad, CA 92011

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$21,344,571,679

CA Average: $5,289,111,388
Total Number of Employees

3,216

CA Average: 157
Total Number of Accounts

91,382

CA Average: 8,262
Average Account Size

$233,575

CA Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Andrew Rosner Work History

Andrew has 10 years of experience.

2018 - Present (4 years)

Woodbury Financial Services Inc

2016 - 2018 (2 years)

Epstein And White Financial LLC

2015 - 2018 (3 years)

Eqis Capital Management, Inc

2015 - 2018 (3 years)

Epstein And White Retirement Income Solutions, LLC

2013 - 2015 (2 years)

Axa Advisors, LLC

2012 - 2013 (1 year)

Massmutual Life Insurance Company

2012 - 2013 (1 year)

Mml Investors Services LLC

Disclosures

Andrew Rosner has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Jeri Barrientos
Tulsa, OK
Richard Chase
Saint Paul, MN
James Teller
Orchard Park, NY
Jeffrey Baker
West Des Moines, IA
David Paulson
Tulsa, OK
Daryl Serizawa
Irvine, CA
Joseph Mccarthy
Chesterfield, MO
Michael Martin
Brandon, FL

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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