Edward Rosenau

Employer firm

Asset Strategy Advisors, LLC CRD 139879

$649M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 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