Alan
Rothstein
Asset Strategies, Inc
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About this Advisor
Alan Rothstein is a financial advisor based in Avon, Connecticut, working with Asset Strategies, Inc. Alan has previously held positions at Asset Strategies, Inc, Rothstein And Company, LLC, and Advisory Services Network, LLC. Alan is registered to provide services in Connecticut, New York, and Texas. Currently, Alan is part of Asset Strategies, Inc, which operates out of Avon, Connecticut. The firm has 1 office and 10 employees. The firm manages assets totaling $140.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Asset Strategies, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Asset Strategies, Inc Brokerage Details
$140,076,947
10
606
$231,150
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Alan Rothstein Work History
Advisory Services Network, LLC
Asset Strategies, Inc
Rothstein And Company, LLC
Disclosures
Please visit the SEC profile of Alan Rothstein 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 Asset Strategies, Inc
Avon, CT
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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