Andrew Rosen is a CFP-designated registered investment advisor at Diversified, LLC, based in Margate, NJ, with 22 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,723 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Diversified offers investment management services where fees typically do not exceed 1.95% of the value of your portfolio annually. In some cases, fees may exceed 1.95% if limited financial planning services are included. If you participate in the Zoe Financial, Inc. TAMP platform, you may be subject to additional platform fees assessed by Zoe, up to 0.50% of your portfolio.
Location
Margate, NJ
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew is an insurance broker through Helmick & Co. and a partner in Diversified Insurance, LLC, dedicating minimal time to each. He is also a partner in Diversified Penn, LLC and owner of Diversified Tax, spending about a quarter of his time on presidential duties/mentoring and minimal time on management duties, respectively.
Employment History
Current Registrations
Diversified, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Securities Service Network, LLCBroker
Diversified, LLC
Signator Investors, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Legend Equities CorporationBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.