AR
CFP
AR
CFP

Andrew Miles Rosman

18 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
84 advisors
Number of Clients
6,850 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$10.1B

Fee Structure

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Location

Merrick, NY

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Andrew sells fixed insurance products, life insurance, and disability insurance products, dedicating minimal time to this activity. He also provides investment advisory services through Bleakley Financial Group, spending well over full-time hours on this endeavor, and is part owner of Dressler, Rosman and Reynolds Accountants and Advisors, LLC, spending about 10-20% of his time there.

Employment History
Current Registrations
Onepoint Bfg Wealth Partners
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
LPL Financial LLCBroker
July 2022 - February 2024 · 1 yr 7 mos
Wells Fargo Clearing Services, LLC
October 2007 - July 2022 · 14 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
September 2007 - July 2022 · 14 yrs 10 mos
State Registrations2 states
NJNY
Advisor
Exams
No exam information available for this advisor.