Mark Benjamin Rosen
Investment adviser representative at Cetera Investment Advisers LLC
27 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm assets
Are you Mark Benjamin Rosen? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
27 years in the industry.
- Rosen Dental RecruitingJun 2026 to now
- Cetera Investment Advisers LLCMar 2024 to now
- Mc Alternative Fund 11, LLCNov 2022 to now
- Car Wash 3, LLCAug 2022 to now
- Cetera Advisors LLCDec 2016 to now
- Mark B. Rosen, Cpa, PcJan 2014 to now
- Rosen & Associates, LLPJul 1999 to now
- Morr Dental Solution, LLCApr 2014 to Jan 2023
- Larry S. Rosen, Cpa, PcJan 2009 to Jan 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (MA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 6733559
- Firm CRD
- 105644