Steven
Rosner
F/M Investments LLC
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About this Advisor
Steven Rosner is a financial advisor based out of Roseville, California with a total of 1 year of industry experience. Rosner is an advisor for F/M Investments LLC. Their career trajectory has included roles at Securities America, Inc, United Advisors, LLC and F/M Acceleration LLC. Rosner has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in California. F/M Investments LLC is a company that has its headquarters in Washington, DC. The investment advisory business has offices in four locations and a total of 18 people on staff. It handles $2 billion in assets between its 1,287 accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advice to 11 charities and foundations. Of its 1,287 accounts, 67% are held by high-net-worth clients who have at least $1 million in investable assets. F/M Investments LLC offers a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors usually depend on which services the firm provides the client. Fees billed by F/M Investments LLC likely are comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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F/M Investments LLC Brokerage Details
$1,865,627,695
18
1,287
$1,449,594
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Steven Rosner Work History
Steven has been registered as a financial advisor for 1 years.*
F/M Acceleration LLC
Securities America, Inc
United Advisors, 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 Steven Rosner 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 F/M Investments LLC
Washington, DC
Washington, DC
Washington, DC
Newburyport, MA
Washington, DC
Norwood, MA
Roseville, CA
Washington, DC
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