David Rosenthal, financial advisor Scottsdale AZ

David Rosenthal

CRD Number: 2680280
Current Firm: Wealth Management Solutions
Compensation Model: Fee Only

David Rosenthal (CRD# 2680280) has been a wealth manager for 20 years: "For the past 13 years I have ran my own firm, Wealth Management Solutions. Previously, I worked for a national CPA firm as their wealth manager for 3 years. I started in finance working in New Jersey for a financial planning firm for 5 years before moving to Arizona. Throughout my career I have had the opportunity to work with Business Owners, Divorcees, Retirees, Corporate Executives, and High Net Worth Families. This diverse background has given me first hand experience working with people in many different stages of their lives. As a wealth manager, I provide valuable advice in all areas of financial planning and investment management to help my clients achieve their financial goals." David Rosenthal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wealth Management Solutions, LLC Scottsdale, AZ Jun 2003 - Current 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2001
Contact Info for David S. Rosenthal
By the Numbers
  • Total Assets Under Management
    89
    MILLIONS
  • Total Number of Accounts
    408
    ACCOUNTS
  • Average Account Value
    $218,485
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA

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BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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