Meredith
Rosen
Bedell Frazier Investment Counselling, LLC
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About this Advisor
Meredith Rosen is a financial advisor working in Walnut Creek, California, with 10 years of relevant experience. Rosen currently works for Bedell Frazier Investment Counselling, LLC. Throughout their career, Rosen has worked at Bedell Frazier Investment Counselling, LLC. Rosen holds a Series 65 license, certifying them as an investment advisor representative, and can work in California and Texas. Bedell Frazier Investment Counselling, LLC is an advisory firm operating out of Walnut Creek, CA. It administers $654 million in total assets among its 1,833 accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm provides services to eight charities and foundations. Of its 1,833 accounts, 50% are held by high-net-worth individuals who have greater than $1 million in investable assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules vary depending on which service is offered. Fees charged by Bedell Frazier Investment Counselling, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bedell Frazier Investment Counselling, LLC Brokerage Details
$654,449,283
17
1,833
$357,037
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Meredith Rosen Work History
Meredith has been registered as a financial advisor for 10 years.*
Bedell Frazier Investment Counselling, LLC
Bedell Frazier Investment Counselling, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Meredith Rosen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bedell Frazier Investment Counselling, LLC
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
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