AR
PFS
AR
PFS

Alan Miles Rothstein

23 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
232 advisors
Number of Clients
11,852 clients
Average Client Portfolio
$727K average
Assets Under Management
$8.6B

Fee Structure

Minimum Investment:$25K
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Location

350 West 50th Street, Suite 22F, New York, NY, 10019

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Alan rents office space under the name Alan and Marilyn Rothstein and maintains the properties as needed. He also owns Rothstein and Company, LLC, a CPA practice, where he works full-time providing tax preparation and accounting services.

Employment History
Current Registrations
Advisory Services Network
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Asset Strategies, INC.
April 2002 - July 2024 · 22 yrs 3 mos
State Registrations2 states
CTNY
Advisor
Exams
No exam information available for this advisor.