Edward Rosenfeld
Foresight Advisors · New York City, New York
Edward Rosenfeld is a fee-only financial advisor at Foresight Advisors in New York City, New York. Foresight Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Foresight Advisors |
|---|---|
| Based in | New York City, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $5.4M across 6 accounts |
| SEC registration | Investment adviser representative in NY · CRD 5201643 |
| Exams passed | Series 63 (2007) · Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Edward's firm compares
- Foresight Advisors's average account is about $904,000, from its Form ADV (assets managed divided by 6 accounts).
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Questions about Edward
Is Edward Rosenfeld a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and Foresight Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Edward charge for financial advice?
Edward's firm, Foresight Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Edward Rosenfeld based?
Edward Rosenfeld is based in New York City, New York.
Is Edward Rosenfeld registered with the SEC?
Yes. Edward Rosenfeld is registered as an investment adviser representative in NY (CRD 5201643), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Foresight Advisors manage?
Foresight Advisors reports $5.4M across 6 accounts in assets under management.
How do I contact Edward Rosenfeld?
Contact details aren't on file yet. Search for Foresight Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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