AeroLeads people directory · profile
Lyle Rosman Email & Phone Number
Partner and Wealth Management Advisor
at
OnePointBFG Wealth Partners
1 work email found
@wellsfargoadvisors.com
2 phones found area 314 and 516
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner and Wealth Management Advisor
Location
New York City Metropolitan Area, United States
Company size
Who is Lyle Rosman? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Lyle Rosman is listed as Partner and Wealth Management Advisor at OnePointBFG Wealth Partners, a with 169 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com, phone signal with area code 314, 516, and a matched LinkedIn profile for Lyle Rosman.
Lyle Rosman previously worked as Partner & Wealth Management Advisor at Bleakley Financial Group and Managing Director - Investments at Wells Fargo Advisors. Lyle Rosman holds Bba - Finance from Hofstra University.
Company email context
Email format at OnePointBFG Wealth Partners
This section adds company-level context without repeating Lyle Rosman's masked contact details.
{first}.{last}@wellsfargoadvisors.com
86% confidence
AeroLeads found 1 current-domain work email signal for Lyle Rosman. Compare company email patterns before reaching out.
Profile bio
About Lyle Rosman
I began my career as an Intern at Prudential Securities while attending Hofstra University. In 1998, I earned my BBA in Banking and Finance from Hofstra and subsequently began my career as a fully registered Financial Advisor in 1999. Since that time I have been committed to developing customized solutions for a select group of successful individuals and families, to help them achieve their goals of building, managing, preserving, and transitioning wealth.I have broad experience in the areas of asset management, estate planning strategies, tax efficient strategies and liability management. Taking a holistic approach to balance sheet maximization, my team specializes in providing comprehensive wealth management for our clients.Lyle holds the following investment registrations and licenses:• Series 7, 63, 65• Insurance (Health and Life)I live with my family in Merrick, NY and enjoy cooking, classic cars, hockey and being outdoors.Opinions and comments do not necessarily represent the views of our firm.
Listed skills include Investments, Finance, Financial Analysis, Estate Planning, and 1 others.
Current workplace
Lyle Rosman's current company
Company context helps verify the profile and gives searchers a useful next step.
Onepointbfg Wealth Partners
3 roles
Lyle Rosman work experience
A career timeline built from the work history available for this profile.
Partner & Wealth Management Advisor
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Bleakley Financial Group, a registered investment adviser and separate entity from LPL Financial. For a list of states in which the financial consultants affiliated with Bleakley Financial Group are registered to do business, please visit www.bleakley.com. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to… Show more Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Bleakley Financial Group, a registered investment adviser and separate entity from LPL Financial. For a list of states in which the financial consultants affiliated with Bleakley Financial Group are registered to do business, please visit www.bleakley.com. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Show less
Managing Director - Investments
Dec 1998 - Jul 2022
2 education records
Lyle Rosman education
Bba - Finance
Hofstra University
Associates Degree - Business
Farmingdale State College
FAQ
Frequently asked questions about Lyle Rosman
Quick answers generated from the profile data available on this page.
What company does Lyle Rosman work for?
Lyle Rosman works for OnePointBFG Wealth Partners.
What is Lyle Rosman's role at OnePointBFG Wealth Partners?
Lyle Rosman is listed as Partner and Wealth Management Advisor at OnePointBFG Wealth Partners.
What is Lyle Rosman's email address?
AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Lyle Rosman at OnePointBFG Wealth Partners.
What is Lyle Rosman's phone number?
AeroLeads has found 2 phone signal(s) with area code 314, 516 for Lyle Rosman at OnePointBFG Wealth Partners.
Where is Lyle Rosman based?
Lyle Rosman is based in New York City Metropolitan Area, United States while working with OnePointBFG Wealth Partners.
What companies has Lyle Rosman worked for?
Lyle Rosman has worked for Onepointbfg Wealth Partners, Bleakley Financial Group, and Wells Fargo Advisors.
How can I contact Lyle Rosman?
You can use AeroLeads to view verified contact signals for Lyle Rosman at OnePointBFG Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Lyle Rosman attend?
Lyle Rosman holds Bba - Finance from Hofstra University.
What skills is Lyle Rosman known for?
Lyle Rosman is listed with skills including Investments, Finance, Financial Analysis, Estate Planning, and Estate Planning Strategies.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial