Claudia Rose Saia
Investment adviser representative at Friedenthal Financial, LLC
7 yearsExperience
2 statesRegistered in
CFADesignation
$196.4MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
7 years in the industry.
- Friedenthal Financial, LLCSep 2021 to now
- UnemployedJan 2021 to Aug 2021
- Friedenthal Financial, LLCJul 2018 to Dec 2020
- UnemployedJun 2014 to Jul 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Friedenthal Financial, LLC
$196.4MAssets managed
196Clients
4Advisers
12 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
- 4671952
- Firm CRD
- 150457