Bradley Jacob Rosen

Employer firm

Ironview Capital Management, LLC CRD 150250

$1.39B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• CORPORATE CONSULTING

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

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

Current Employers

Employment History

• 07/2008 → Present
  Rosen Financial, Inc. Dba Longevity Financial
  Coral Gables, FL
• 03/2016 → 07/2017
  Forest Securities, Inc
  Miami Beach, FL
• 05/2017 → Present
  Ironview Capital Management Llc
  North Miami, FL
• 04/2016 → Present
  Ironview Capital Management, Llc
  North Miami, FL

Other Businesses

Bradley Jacob Rosen is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Ironview Capital Management LLC always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Ironview Capital Management LLC in their capacity as a licensed insurance agent. ROSEN FINANCIAL, INC. dba Longevity Financial, PRESIDENT; STARTED 08/01/1999 APPROX- 80 hrs per month INSURANCE SALES: LONG TERM CARE, DISABILITY, TERM LIFE, HEALTH INSURANCE, INDEX LIFE AND UNIVERSAL LIFE.; NOT INVESTMENT RELATED; MAY OCCUR DURING MARKET HOURS. IRONVIEW CAPITAL MANAGEMENT, INSRUANCE SALES; FED REFERALS FROM CO. APPROXIMATELY 10 HRS PER MONTH, STARTED 03/15/2016; MAY OCCUR DURING MARKET HOURS; NOT INVESTMENT RELATED. 5 MORE CLIENTS, BOARD MEMBER, BUSINESS NETWORKING GROUP; APPROX 2-3 HRS PER MONTH; DOES NOT OCCUR DURING MARKET HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-04-07

Other Names

• Brad Jacob Rosen