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Lynne Rosenfeld is a financial advisor professional located in New Haven, CT. They specialize in financial advisory. With over 37 years of experience, they bring deep expertise to every client.
Lynne Rosenfeld - Janney Montgomery Scott Llc holds an active professional license (FINRA CRD) for your protection.
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Lynne Rosenfeld is a financial advisor based in New Haven, Connecticut, operating through Janney Montgomery Scott LLC. With 37 years in the financial services industry, Rosenfeld brings extensive experience to client relationships and investment planning. She holds a FINRA CRD license (registration #1818024), which regulates her activities in securities and investment advisory services. Her background reflects decades of work in financial guidance and portfolio management within a well-established brokerage firm.
Lynne Rosenfeld's FINRA CRD (Central Registration Depository) license means she is registered and regulated by the Financial Industry Regulatory Authority, the self-regulatory organization overseeing broker-dealers and investment advisors. This registration indicates she has met compliance and qualification standards to conduct securities transactions and provide investment advice. The license number on file (1818024) is her unique identifier in FINRA's system, allowing clients to verify her registration and disciplinary history through FINRA's public BrokerCheck database. This regulatory framework protects investors by establishing conduct standards and oversight for her advisory activities.