AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
DR

David J. Rothenberg

ARENA FINANCIAL SERVICES
Purchase, NY 10577
Some features on this profile are disabled
CRD#: 1471503
DR

Professional summary


David Jayson Rothenberg is a registered financial professional currently at ARENA FINANCIAL SERVICES, LLC located in Purchase, New York.

David is registered as a RR (Registered Representative) and started their career in finance in 1986. David has worked at 10 firms and has passed the Series 63, Series 57TO, Series 72, SIE, Series 55, Series 3, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view David Jayson Rothenberg's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 4, 2021 - Present

ARENA FINANCIAL SERVICES, LLC

Office #1: 2500 Westchester Ave. Suite 401, Purchase, NY 10577
BD
CRD#: 281709
Purchase, NY
Past

February 26, 2020 - February 12, 2021

PENSERRA SECURITIES, LLC

BD
CRD#: 145994
ORINDA, CA
Past

August 21, 2017 - August 3, 2018

METLIFE INVESTMENTS SECURITIES, LLC

BD
CRD#: 285684
Whippany, NJ
Past

December 23, 2010 - April 5, 2016

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

BD
CRD#: 21771
NEW YORK, NY
Past

April 27, 2006 - December 21, 2010

RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC

BD
CRD#: 329
SEATTLE, WA
Past

March 24, 2004 - May 26, 2005

NOMURA SECURITIES INTERNATIONAL, INC.

BD
CRD#: 4297
NEW YORK, NY
Past

April 2, 1999 - July 25, 2003

BLACKROCK EXECUTION SERVICES

BD
CRD#: 39438
NEW YORK, NY
Past

December 3, 1992 - February 19, 1999

VIRTU ITG LLC

BD
CRD#: 29299
NEW YORK, NY
Past

January 29, 1987 - October 28, 1992

REUTERS C CORPORATION

BD
CRD#: 14408
NEW YORK, NY
Past

March 19, 1986 - October 10, 1986

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(6/14/2021)
RR
Alaska
(5/12/2021)
RR
Arizona
(4/28/2021)
RR
Arkansas
(6/14/2021)
RR
California
(3/15/2021)
RR
Colorado
(4/9/2021)
RR
Connecticut
(5/12/2021)
RR
Delaware
(6/1/2021)
RR
District of Columbia
(6/14/2021)
RR
Florida
(5/19/2021)
RR
Georgia
(6/14/2021)
RR
Hawaii
(6/8/2021)
RR
Idaho
(4/21/2021)
RR
Illinois
(5/17/2021)
RR
Indiana
(6/14/2021)
RR
Iowa
(3/12/2021)
RR
Kansas
(6/14/2021)
RR
Kentucky
(6/14/2021)
RR
Louisiana
(6/14/2021)
RR
Maine
(5/12/2021)
RR
Maryland
(6/14/2021)
RR
Massachusetts
(3/15/2021)
RR
Michigan
(3/30/2021)
RR
Minnesota
(4/10/2021)
RR
Mississippi
(6/14/2021)
RR
Missouri
(5/3/2021)
RR
Montana
(4/22/2021)
RR
Nebraska
(6/14/2021)
RR
Nevada
(5/4/2021)
RR
New Hampshire
(4/26/2021)
RR
New Jersey
(3/15/2021)
RR
New Mexico
(5/7/2021)
RR
New York
(2/4/2021)
RR
North Carolina
(3/16/2021)
RR
North Dakota
(6/14/2021)
RR
Ohio
(3/15/2021)
RR
Oklahoma
(6/14/2021)
RR
Oregon
(5/5/2021)
RR
Pennsylvania
(3/9/2021)
RR
Rhode Island
(5/13/2021)
RR
South Carolina
(5/6/2021)
RR
South Dakota
(6/14/2021)
RR
Texas
(4/30/2021)
RR
Utah
(4/1/2021)
RR
Vermont
(4/9/2021)
RR
Virginia
(4/29/2021)
RR
Washington
(2/9/2021)
RR
West Virginia
(5/6/2021)
RR
Wisconsin
(6/14/2021)
RR
Wyoming
(5/3/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 4/3/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 72
Date: 1/2/2023
Government Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 11/13/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AF
ARENA FINANCIAL SERVICES, LLC
ARENA FINANCIAL SERVICES, LLC

CRD#: 281709 / SEC#: , 8-69682

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
405 Lexington Avenue 59th Floor, New York, NY, 10174
Mailing Address
405 Lexington Avenue 59th Floor, New York, NY, 10174
Phone number
(212) 612-3203
Established
Delaware since 06/04/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ARENA INVESTORS GROUP HOLDINGS, LLCOWNER
CUTLER, LAWRENCE DAVIDPRESIDENT/ CEO4404656
GEORGE, THOMAS KEITHFINOP, PFO POO5378303
LAMA, TSERING LHASANGCCO7818283

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ARENA FINANCIAL SERVICES, LLC

CRD#: 281709Purchase, NY 10577

TRUST BUT VERIFY

Monitor David Rothenberg

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Anita Narendra Srivastava
Anita SrivastavaAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Paramus, NJ
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics