David
Rosenblum

Prophet Capital Asset Management

CRD#2367263
Investment Advisor
in New York, NY

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About this Advisor

David Rosenblum is a financial advisor operating out of New York, New York who has 14 years of industry experience. Rosenblum is on the advisory team at Prophet Capital Asset Management. They have spent the entirety of their career at Prophet Capital Asset Management. Rosenblum has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Prophet Capital Asset Management is a registered investment business headquartered in Austin, TX. The company has a total of 16 advisors. It has $3 billion in assets under management between its 14 client accounts, making it one of the biggest firms in the country by assets under management. Prophet Capital Asset Management provides a few services, including portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fee schedules usually are based on which services the firm provides the client. Fees charged by Prophet Capital Asset Management likely include asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

14 years

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

725 Fifth Avenue 22Nd Floor
New York, NY 10022

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Prophet Capital Asset Management Brokerage Details

Total Assets Under Management

$2,974,541,763

NY Average: $3,042,739,679
Total Number of Employees

16

NY Average: 49
Total Number of Accounts

14

NY Average: 2,315
Average Account Size

$212,467,269

NY Average: $1,314,358

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

David Rosenblum Work History

David has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Prophet Capital Asset Management

*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 David Rosenblum 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 Prophet Capital Asset Management

Brooke Courtade
Austin, TX
David Rosenblum
New York, NY
Kurt Rechner
Austin, TX
Michael Hirschberg
New York, NY
Robert Epstein
Austin, TX

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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