DS
David Scott Rosenthal
CRD 2680280
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Wealth Management Solutions, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Wealth Management Solutions, Llc
Chief Compliance Officer, Principal, Senior Financial Advisor, Managing Member · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗