David Scott Rosenthal
Investment adviser representative at Wealth Management Solutions
23 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$172.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Wealth Management Solutions, LLCJun 2003 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (AZ, CA).
Wealth Management Solutions
Legal name: Wealth Management Solutions, LLC
$172.6MAssets managed
99Clients
1Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2680280
- Firm CRD
- 127517