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Edward Rosenau

Asset Strategy Advisors, LLC

Wayland, MA

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Current Employers
Asset Strategy Advisors, Llc

14 West Plain St. Suite 201, Wayland, MA 01778-4470 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-10-16
  • MA RA
    APPROVED
    Since 2025-10-16

Branch Locations

14 West Plain St. Suite 201, Wayland, MA 01778-4470 • 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
Pfs Investments Inc. Herndon VA 10/2012 Present
Primerica Financial Services Herndon VA 03/2012 Present
North2South Consulting, Llc Oakton VA 03/2012 Present
  • 10/2012 → Present
    Pfs Investments Inc.
    Herndon, VA
  • 03/2012 → Present
    Primerica Financial Services
    Herndon, VA
  • 03/2012 → Present
    North2South Consulting, Llc
    Oakton, VA
Other Businesses

SALES OF INVESTMENT-RELATED PRODUCTS; PART-TIME OR FULLTIME FOR COMPANIES AFFILIATED WITH PFS INVESTMENTS, INC. 09/2013-PRESENT; TREASURER - ARLINGTON INDEPENDENT MEDIA (AIM): NON-PROFIT PUBLIC ACCESS ORGANIZATION.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-11
S63 Uniform Securities Agent State Law Examination 2013-02-14
  • S65 Uniform Investment Adviser Law Examination
    2024-06-11
  • S63 Uniform Securities Agent State Law Examination
    2013-02-14
Other Names
  • Ned Rosenau
  • Edward Hanes Rosenau

View on SEC IAPD

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