Steven Joel Rosenthal
Investment adviser representative at Fulcrum Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$208MFirm assets
2 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
Experience
10 years in the industry.
- Taxteam, LLCJan 2021 to now
- Fulcrum Wealth Advisors, LLCMar 2020 to now
- Cetera Advisor NetworksNov 2019 to now
- Intuit Inc.Sep 2019 to now
- UnemployedMay 2019 to Sep 2019
- Intuit Inc.Jan 2019 to May 2019
- Insight GlobalApr 2018 to Dec 2018
- Intuit Inc.Jan 2018 to May 2018
- UnemployedJun 2017 to Jan 2018
- Expedia, Inc.Oct 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (WA).
Fulcrum Wealth Advisors, LLC
$208MAssets managed
143Clients
3Advisers
2 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
- 7173693
- Firm CRD
- 169277