LPL Financial
35yrs
Top advisor by experience in Middletown
1yr
David Rosner
Financial advisor at Primerica Advisors
Based in Middletown, New York, David Rosner is a fiduciary financial advisor with 1 year of industry experience. David has been with Primerica Advisors since 2025. Primerica Advisors offers investment management and is paid through a percentage of assets.
One of 64 advisors with offices in Middletown, and one of 46 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office2277 Goshen Trpk Building B, Middletown, NY 10941
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Nov 2025 – nowPFS Investments Inc.Current firm
Contact David
2277 Goshen Trpk Building BMiddletown, NY 10941Office · Get directions Firm main line(833) 786-0550Headquarters: Primerica Advisors · Duluth, GA X (Twitter) pagePrimerica Advisors
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Questions to ask David
Tailored to David’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Primerica Advisors at (833) 786-0550 and ask for David Rosner. David works from the Middletown, NY office.
How long has David been a financial advisor?
David has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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