Bruce Rosenfield, Director of Drexel Morgan & Co. (Radnor, PA)

Career

Bruce Rosenfield is not listed as a control person, but directly owns under 5% of Drexel Morgan & Co.

Drexel Morgan & Co. is an investment adviser based in Radnor, PA, registered with the SEC since 2009. It provides investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $607 million, as filed on 6 August 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD: 6620944
Firm: Drexel Morgan & Co. · CRD 151053
Role: Director
In role since: January 2016 · 10 years
Control person: Not listed
Direct ownership: Under 5%
Firm headquarters: Radnor, PA
Individual registration: No current adviser record · SEC search
Disciplinary history: Not yet shown here · SEC record

Common questions

Where does Bruce Rosenfield work?

Bruce Rosenfield has been Director of Drexel Morgan & Co. since January 2016.

Source: Form ADV, Schedule A, filed 6 August 2026

How can I verify Bruce Rosenfield’s record?

Bruce Rosenfield’s role is listed on Drexel Morgan & Co.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 151053.

Source: Form ADV, Schedule A, filed 6 August 2026

Leadership at Drexel Morgan & Co.

Sources

IAPD individual lookup, CRD 6620944, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.

Form ADV Part 1A, Schedules A and B of Drexel Morgan & Co., filed 6 August 2026. Title, control and ownership bands.