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Laura B. Rosen

Awh Financial, LLC

Bala Cynwyd, PA

CRD 8217433

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Employer firm

Awh Financial, LLC CRD 285183

7 advisory clients

Reported services (Item 5G)

  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Awh Financial, Llc

One Belmont Avenue Suite 1000, Bala Cynwyd, PA 19004 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-02-20
  • NJ RA
    APPROVED
    Since 2026-02-20

Branch Locations

One Belmont Avenue Suite 1000, Bala Cynwyd, PA 19004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Awh Bala Cynwyd PA 01/2026 Present
Kamens And Co Cpa's Livingston NJ 02/2023 Present
Sobel And Co, Cpa's Livingston NJ 10/2012 02/2023
  • 01/2026 → Present
    Awh
    Bala Cynwyd, PA
  • 02/2023 → Present
    Kamens And Co Cpa's
    Livingston, NJ
  • 10/2012 → 02/2023
    Sobel And Co, Cpa's
    Livingston, NJ
Designations
  • Certified Financial Planner
Other Names
  • Laura Rosen
  • Lauren Rosen

View on SEC IAPD

Nearby Firms

PST ADVISORS, LLC
EQUITABLE ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

SETH Andrew KAMENS
CHAD WAYNE REED
Timothy Patrick Clifford

Nearby Offices

PST ADVISORS, LLC · BALA CYNWYD, PA
EQUITABLE ADVISORS, LLC · BALA CYNWYD, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHILADELPHIA, PA

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