ROTHSTEIN WEALTH MANAGEMENT, LLC
CRD #148199 SEC #801-70491 CHERRY HILL, NJ 856-751-6272
SEC Registered
Total AUM
$1.5M
Discretionary
$0
Employees
5
Clients
26
Accounts
5
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 8, 2010
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROTHSTEIN, RANDALL, FRANK | I | OWNER - CPA, PFS | E | Control |
Registrations
Federal
IA
Jul 8, 2010 REGISTERED
Address
218 BARCLAY PAVILION EASTCHERRY HILL, NJ 08034-2137
United States
Phone: 856-751-6272