Robert
Rosenberger
J. W. Cole Advisors, Inc
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About this Advisor
Robert Rosenberger is a financial advisor based in Rockledge, Florida, working with J. W. Cole Advisors, Inc. Robert has previously held positions at J.W. Cole Financial, Inc, Golfcarts Unlimited, LLC, Carroll Water Systems, and J.W. Cole Advisors, Inc. Robert has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Robert is part of J. W. Cole Advisors, Inc, which operates out of Rockledge, Florida. The firm has 388 offices and 512 employees. The firm manages assets totaling $5.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at J. W. Cole Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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J. W. Cole Advisors, Inc Brokerage Details
$5,735,868,013
512
25,612
$223,952
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Robert Rosenberger Work History
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Golfcarts Unlimited, LLC
Carroll Water Systems
Disclosures
Please visit the SEC profile of Robert Rosenberger 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 J. W. Cole Advisors, Inc
Delray Beach, FL
Tampa, FL
Tampa, FL
Bettendorf, IA
Hightown, NJ
Indianapolis, IN
Tampa, FL
Tampa, FL
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