Evan Rosenbaum
Professional Summary
Evan Rosenbaum, who also goes by Evan Bradley Rosenbaum, is a registered financial advisor currently at FREC SECURITIES LLC located in San Francisco, California. Evan is registered as a RR (Registered Representative) and started their career in finance in 2021. Evan has worked at 3 firms and has passed the Series 66, Series 57TO, Series 7TO, SIE and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Evan Bradley Rosenbaum
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
5 years in the financial services industry
Current & Past Employments
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Current Firm
FREC SECURITIES LLC
Contact Information
Main Address
301 Howard St Suite 1410, San Francisco, CA 94105Mailing Address
301 Howard St Suite 1410, San Francisco, CA 94105Phone Number
(855) 900-3732Established
Delaware since 08/18/2021Firm Type
Limited Liability CompanyFiscal Year End
JuneFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(8/25/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Evan Rosenbaum's CRS (Customer Relationship Summary).
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