Edward Isaac Rosenblatt

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FIXED INSURANCE ; START DATE: 01/2019 ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT ; BRIEF DESCRIPTION OF DUTIES: SELLS ANNUITIES AND LONG TERM CARE ; 2) NAME OF OTHER BUSINESS: CITY OF MISSION VIEJO ; INVESTMENT RELATED: NO ; ADDRESS: 200 CIVIC CENTER, MISSION VIEJO CA 92692 ; NATURE OF BUSINESS: VOLUNTEER POSITION TO THE CITY ; START DATE: 02/2019 ; POSITION/TITLE: INVESTMENT ADVISORY COMMISSIONER ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: PROVIDE AN INDEPENDENT CHECK ON THE INVESTMENT FIRM TO ENSURE THEY ARE ADHERING TO THE INVESTMENT POLICY ; 3) NAME OF OTHER BUSINESS: SADDLEBACK ART LEAGUE; INVESTMENT RELATED: NO; ADDRESS: 22981 BARTOLOME MISSION VIEJO, CA 92692 NATURE OF BUSINESS: NON PROFIT; START DATE: 04/2023; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: FIND PROFESSIONAL ARTISTS TO PERFORM ART DEMONSTRATIONS AT MEETINGS, RUN MONTHLY MEETINGS;

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-09-29