Rositsa
Esenberg

Nuance Investments, LLC

CRD#5263334
Investment Advisor
in Kansas City, MO

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About this Advisor

Rositsa Esenberg is a financial advisor working out of Kansas City, Missouri, who has 8 years of industry experience. Esenberg is on the advisory team at Nuance Investments, LLC. The advisor has gained experience at Morgan Stanley Smith Barney, Waddell & Reed Inc and Nuance Investments. Esenberg maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Missouri. Nuance Investments, LLC is an advisory company based out of Kansas City, MO. The firm has a total of 24 advisors. It administers $6 billion in total assets between its 781 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 20 charities and foundations. Of its 781 customer accounts, just 8% are held by high-net-worth investors who have more than $1 million in investable assets. Nuance Investments, LLC provides a wide range 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 largely are based on which services the firm provides the client. Fee types billed by Nuance Investments, LLC most likely are comprised of asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

8 years

Services Offered

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

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

4900 Main Street Suite 220
Kansas City, MO 64112

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Nuance Investments, LLC Brokerage Details

Total Assets Under Management

$5,575,739,313

MO Average: $11,469,110,461
Total Number of Employees

24

MO Average: 458
Total Number of Accounts

781

MO Average: 33,415
Average Account Size

$7,139,231

MO Average: $343,232

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

Rositsa Esenberg Work History

Rositsa has been registered as a financial advisor for 8 years.*

2014 - Present (10 years)

Nuance Investments

2013 - 2014 (1 year)

Waddell & Reed Inc

2010 - 2013 (3 years)

Morgan Stanley Smith Barney

*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 Rositsa Esenberg 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 Nuance Investments, LLC

Darren Schryer
Kansas City, MO
Jack Meurer
West Bend, WI
Maureen Mcmahon
Kansas City, MO
Rositsa Esenberg
Kansas City, MO
Paul Gillespie
Kansas City, MO
Kathryn Carver
Kansas City, MO
Scott Moore
Kansas City, MO
Chad Baumler
Kansas City, MO

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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