Zachary Miller Rosenthal
Investment adviser representative at Mma Securities LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Marsh Mclennan AgencyMar 2025 to now
- Mma Securities LLCMar 2025 to now
- Sequoia Financial Group, LLCMay 2023 to Dec 2024
- Goldman SachsMar 2022 to Nov 2022
- Marcus & MillichapMar 2021 to Sep 2021
- Rutgers UniversityJun 2020 to Sep 2020
- Tailor VintageMay 2019 to Sep 2019
- Drexel UniversitySep 2018 to Jun 2023
- Tailor VintageMay 2018 to Sep 2018
- Tailor VintageMay 2017 to Sep 2017
- Academy for Information TechnologyAug 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
Mma Securities LLC
$0Assets managed
10,839Clients
153Advisers
11 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
- 7534645
- Firm CRD
- 44254