Ariel Rosenberg
Advisor at Chicory Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Chicory Wealth
Location
Hillsborough, NC
Credentials
CFP®, Series 65
Industry experience
2 years
About
Ariel Rosenberg is a CFP® with two years of industry experience, currently serving as a financial advisor at Chicory Wealth. Prior to joining Chicory Wealth, he worked in various roles including at The Community Empowerment Fund and the Center for Cultural Innovation. Chicory Wealth is a multi-team registered investment adviser managing approximately $683 million for individuals, trusts, estates, and charitable organizations. The firm integrates fundamental analysis, modern portfolio theory, quantitative models, and ESG metrics to create tailored asset allocations, offering financial life planning and discretionary portfolio management with a long-term trading approach.
Client services
Based on Chicory Wealth
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on Chicory Wealth
General retirement planning
Wealth management
ESG / Sustainable investing
Tax strategies for small businesses
General estate planning guidance
Fee options
$0 - $5,000,000: 1.0% $5,000,001 - $15,000,000: 0.75% $15,000,001+: 0.5%
Account minimum: $10,000 Minimum fee: Minimum annual fee of $10,000 for Financial Life Planning Services, calculated monthly. Fee-only: Fixed fees for Estate Planning Services ranging from $1,000 to $5,000.
Location
Hillsborough, NC
Most active in
Ariel R has reported serving >5 clients in these states in the last 12 months.
North Carolina
Work history
Chicory Wealth
2024 - Present (2 years)
Unemployed
2023 - 2024 (1 year)
The Community Empowerment Fund
2020 - 2023 (3 years)
Center for Cultural Innovation
2019 - 2020 (1 year)
Greensgrow
2018 - 2019 (1 year)
Greensgrow
2016 - 2018 (2 years)
Greener Partners
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 63
Durham, NC
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Joseph S
PFS™, Series 65
Durham, NC
Reliance Financial Group, Inc.
Jean M
Series 63, Series 65
Chapel Hill, NC
J. Pierre Masse
Jennifer L
CFP®, Series 65
Durham, NC
Lazarus Financial Planning
John Y
CFP®, Series 66
Chapel Hill, NC
Cardinal Wealth Partners, LLC
Thomas F
CFP®, Series 65
Durham, NC
Portolan Financial Planning LLC
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