Meredith M. Rosen

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

Walnut Creek, CA 94596

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CRD#: 6193153

Professional summary

Meredith Miriam Rosen is a registered financial advisor currently at BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. located in Walnut Creek, California and CAPITAL PLANNING ADVISORS LLC located in Roseville, California.

Meredith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Meredith has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Meredith Miriam Rosen'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

May 9, 2013 - Present

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

Office #1: 200 Pringle Avenue Suite 555, Walnut Creek, CA 94596

RIA

CRD#: 107326

Walnut Creek, CA

Current

February 13, 2026 - Present

CAPITAL PLANNING ADVISORS LLC

Office #1: 1420 Rocky Ridge Drive #140, Roseville, CA 95661

RIA

CRD#: 170266

Roseville, CA

Current

May 20, 2026 - Present

VECTOR WEALTH MANAGEMENT

Office #1: 200 Pringle Avenue Suite 555, Walnut Creek , CA 94596

RIA

CRD#: 152667

WALNUT CREEK , CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VECTOR WEALTH MANAGEMENT

SNS FINANCIAL GROUP, LLC | VECTOR WEALTH MANAGEMENT, LLC | VECTOR WEALTH MANAGEMENT | STONE SUMMIT CAPITAL

CRD#: 152667 / SEC#: 801-70998

RIA

Registered Investment Advisory firm - (1/15/2010 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(5/9/2013)

IAR

Texas
(6/16/2022)

IAR

Texas
(5/21/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/2/2013

Uniform Investment Adviser Law Examination

Current Firm

VECTOR WEALTH MANAGEMENT

SNS FINANCIAL GROUP, LLC | VECTOR WEALTH MANAGEMENT, LLC | VECTOR WEALTH MANAGEMENT | STONE SUMMIT CAPITAL

CRD#: 152667 / SEC#: 801-70998

RIA

Registered Investment Advisory firm - (1/15/2010 Approved)

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Contact information

Main Address

43 Main Street Se Suite 236, Minneapolis, MN 55414

Mailing Address

Phone number

(612) 378-7560

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VECTOR WEALTH MANAGEMENT ADV PART 2A (6/2/2025)

Regulatory assets under management

Total Number of Accounts	3,161
AUM (Assets Under Management)	$ 1,488,809,873

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.

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Meredith M. Rosen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meredith Miriam Rosen's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

CAPITAL PLANNING ADVISORS LLC

VECTOR WEALTH MANAGEMENT

Primary Firm SEC Registration

VECTOR WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 5/2/2013

Current Firm

VECTOR WEALTH MANAGEMENT

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VECTOR WEALTH MANAGEMENT

TRUST BUT VERIFY

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