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ER

Eli J. Rosenthal

ODYSSEY FINANCIAL SERVICES LLC
Los Angeles, CA 90034-5705
Some features on this profile are disabled
CRD#: 7566585
ER

Professional summary

Eli Jeremy Rosenthal is a registered financial advisor currently at ODYSSEY FINANCIAL SERVICES LLC located in Los Angeles, California.

Eli is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Eli has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
Name: SpaceX Investment Related: No Address: 1 Rocket Road, Hawthorne, CA 90250 Nature: Software Engineering Position: Software Engineer II Relationship: Employee Start Date: October 08, 2023 Approximate hours: 160/month Hours during trading: 5 Duties: Software Engineering for internal company software.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eli Jeremy Rosenthal's 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

September 20, 2022 - Present

ODYSSEY FINANCIAL SERVICES LLC

Office #1: 10434 Tabor St., Los Angeles, CA 90034-5705
RIA
CRD#: 322254
Los Angeles, CA

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
(9/20/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/28/2022
Uniform Investment Adviser Law Examination

Current Firm

OF
ODYSSEY FINANCIAL SERVICES LLC
ELI JEREMY ROSENTHAL | ROSENTHAL, ELI JEREMY | ROSENTHAL, ELI J | ROSENTHAL, ELI | ODYSSEY FINANCIAL SERVICES LLC

CRD#: 322254 / SEC#:

California
Registered Investment Advisory firm - (9/20/2022 Approved)
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Contact information

Main Address
10434 Tabor St., Los Angeles, CA 90034-5705
Mailing Address
Phone number
+1 (310) 801-9240
Established
Firm type
Fiscal year end
# of Employees
0

Documents

Latest Form ADV

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

ODYSSEY FINANCIAL SERVICES LLC

CRD#: 322254Los Angeles, CA 90034-5705

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