Joshua
Rosenberg
Cetera Advisors LLC
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About this Advisor
Joshua Rosenberg is a chartered financial consultant working in Wilmington, North Carolina with 8 years of relevant experience. Rosenberg works at Cetera Advisors LLC. The advisor has gained experience at Performance Volleyball Dba Nc Coastal Volleyball Club, Watkins Consulting Inc, Courts And Sports Bar & Grill, Cetera Advisors LLC, Nc Elite Volleyball Club, Masonboro Capital Group LLC, Nabell Winslow Investments, Nabell Winslow Wealth Management, Nabell Winslow Insurance and Nabell Winslow Life Insurance. Rosenberg holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in North Carolina and Texas. Cetera Advisors LLC is a financial advisory business headquartered in Englewood, CO. The company has offices in 692 locations and a total of 1,047 financial advisors. It controls $21 billion in assets between its 90,646 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 294 charitable organizations. Of its 90,646 customer accounts, 26% are associated with high-net-worth individuals who have more than $1 million in investable assets. The business provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice typically depend on which service is provided. Fee types charged by Cetera Advisors LLC likely include some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Advisors LLC Brokerage Details
$21,227,977,082
1,047
90,646
$234,185
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
- Educational seminars/workshops
Joshua Rosenberg Work History
Joshua has been registered as a financial advisor for 8 years.*
Masonboro Capital Group LLC, Nabell Winslow Investments
Cetera Advisors LLC
Nabell Winslow Wealth Management
Nabell Winslow Insurance
Nabell Winslow Life Insurance
Performance Volleyball Dba Nc Coastal Volleyball Club
Nc Elite Volleyball Club
Watkins Consulting Inc
Courts And Sports Bar & Grill
*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 Joshua Rosenberg 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 Cetera Advisors LLC
Saint Louis, MO
Belmar, NJ
Boca Raton, FL
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San Diego, CA
Orlando, FL
Lake Oswego, OR
Franklin, WI
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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