Ralph Ernest Rosenbaum

Current Employers

Employment History

• 07/1987 → Present
  Ralph Rosenbaum Cpa
  Matawan, NJ
• 08/1997 → 09/2025
  Avantax Investment Services, Inc
  Matawan, NJ
• 05/1998 → 09/2025
  Avantax Advisory Services
  Matawan, NJ
• 08/2016 → 09/2025
  Avantax Insurance Agency, Llc
  Matawan, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Matawan, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2002-06-06 → 2025-09-05
  Avantax Advisory Services
  Matawan, NJ

Other Businesses

1) Bookkeeping & More~196 Main St~Matawan~NJ~07747~Accounting/Bookkeeping (No Tax Preparation)~Owner/Sole Proprietor~1/1/2004~3hrs~0hrs~supervising bookeepers 2) Pinchus Real Estate Co~196 Main St~Matawan~NJ~07747~Real Estate/Mortgage/Title Services/Appraisal~Owner/Sole Proprietor~3/1/2004~5hrs~0hrs~running owner occupied building with tenants building 3) Ralph Rosenbaum CPA~196 MAIN ST~MATAWAN~NJ~07747~Tax Preparation/Accounting~Tax Preparation/Accounting~1/1/1990~0hrs~0hrs~TAX RETURNS, ACCOUNTING BOOKKEEPING 4) Rosenbaum Financial Services~196 MAIN ST~MATAWAN~NJ~07747~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/1990~50hrs~0hrs~PREPARATION OF TAX RETURNS, ACCOUNTING, COMPREHENSIVE NAME FOR RALPH ROSENBAUM CPA 5) FOOD BY JOEL LLC POSITION: MEMBER NATURE: FOOD TRUCK INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/02/2020 ADDRESS: 196 Main St, Matawan NJ 07747, United States DESCRIPTION: Accounting, Bookkeeping

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-23
• S63 Uniform Securities Agent State Law Examination
  1997-11-11

Designations

Other Names

• Ralph Ernest Rosenbaum