Investment adviser representative · Roseman Wagner Wealth Management
Rex C. Roseman
CRD 7417847 · Newport Beach, CA
At a glance
Rex C. Roseman is an investment adviser representative with Roseman Wagner Wealth Management in Newport Beach, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Rex’s SEC record dates to 2021, about 5 years ago.
Current advisory firm
- Roseman Wagner Wealth ManagementSince July 2021Newport Beach, CA · $1.5B in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Rex’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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