Gary
Rosenstone
Independent Advisor Alliance, LLC
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About this Advisor
Gary Rosenstone is a financial advisor based in Jacksonville, Florida with 5 years of relevant experience. Rosenstone currently works for Independent Advisor Alliance, LLC. Rosenstone has gained experience at Lpl Financial LLC, Independent Financial Partners and Independent Advisor Alliance, LLC. Rosenstone has Series 63 and Series 66 licenses, certifying them as a securities agent, and can work in Florida and Texas. Independent Advisor Alliance, LLC is a registered investment company that has its headquarters in Charlotte, NC. The company has offices in 132 locations and a total of 227 people on staff. It controls $10 billion in assets under management between its 47,432 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 91 charitable organizations. Of its 47,432 customer accounts, 28% are associated with high-net-worth clients who have greater than $1 million in investable assets. Independent Advisor Alliance, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees typically are based on which services the firm provides the client. Fees charged by Independent Advisor Alliance, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independent Advisor Alliance, LLC Brokerage Details
$10,095,700,130
227
47,432
$212,846
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Gary Rosenstone Work History
Gary has been registered as a financial advisor for 5 years.*
Independent Advisor Alliance, LLC
Lpl Financial LLC
Independent Financial Partners
*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 Gary Rosenstone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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