Ron Rotenberg
Investment adviser representative at Hbw Advisory Services LLC
20 yearsExperience
1 stateRegistered in
$1.7BFirm assets
13 yearsFirm in business
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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
- Seminars and workshops
Experience
20 years in the industry.
- Hbw Advisory Services LLCSep 2009 to now
- Coast Health Insurance ServciesOct 2003 to now
- Self EmployedApr 2003 to now
- Hbw Insurance and Financial Services, Inc.Mar 2003 to now
- Complete College ConsultingAug 2012 to Dec 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
Hbw Advisory Services LLC
$1.7BAssets managed
13,864Clients
68Advisers
13 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
- 4677170
- Firm CRD
- 143665