Member · Consolidated Financial
Andrew T. Roseberry
CRD 2589166 · Named on Form ADV at one SEC-registered adviser
At a glance
Consolidated Financial, an SEC-registered asset manager based in Dublin, OH with $589 million in regulatory assets, lists Andrew T. Roseberry on its Form ADV as Member.
Firms and roles
- Consolidated FinancialMemberAsset manager · Dublin, OH · $589M in regulatory assets
AtlasMembers
Andrew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- James M. CurryMember, Consolidated Financial
- Edward S. BellMember & Chief Compliance Officer, Consolidated Financial
- Robert A. BellMember, Consolidated Financial
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.