Benjamin Eric Rosen
Investment adviser representative at Bill Few Associates, Inc.
10 yearsExperience
1 stateRegistered in
$2.7BFirm assets
39 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Bill Few Associates, Inc.Oct 2023 to now
- UnemployedJun 2023 to Oct 2023
- The Vanguard Group, Inc.Jul 2021 to May 2023
- Rupee CatalystJun 2020 to Aug 2020
- 535mediaJun 2019 to Aug 2019
- Dbr & Co. Wealth PartnersJun 2019 to Aug 2019
- TipranksJun 2018 to Jul 2021
- University of MichiganSep 2017 to Apr 2021
- Emma Kaufmann CampJul 2016 to Aug 2017
- Fox Chapel Area High SchoolAug 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
Bill Few Associates, Inc.
$2.7BAssets managed
2,972Clients
28Advisers
39 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
- 7415953
- Firm CRD
- 133561