{
  "crd_number": 124864,
  "slug": "berman-sosman-and-rosenzweig-cpas-pllc-jericho-ny-124864",
  "primary_business_name": "BERMAN, SOSMAN & ROSENZWEIG CPAS PLLC",
  "legal_name": "BERMAN, SOSMAN & ROSENZWEIG CPAS PLLC",
  "dbas": [],
  "city": "Jericho",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2003-04-04",
  "years_registered": 23,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 10,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "other"
  ],
  "advisory_activities": [
    "other",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "NJ",
    "NY"
  ],
  "websites": [
    "https://cpataxsavers.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/124864",
  "disclosure_items": [
    {
      "item": "11.F",
      "question": "Has an authorization to act as an attorney, accountant, or federal contractor granted to the firm or an advisory affiliate ever been revoked or suspended?"
    }
  ],
  "city_as_filed": "JERICHO",
  "url": "https://advisorcensus.com/firm/berman-sosman-and-rosenzweig-cpas-pllc-jericho-ny-124864",
  "display_name": "Berman, Sosman & Rosenzweig CPAS PLLC",
  "summary": "Berman, Sosman & Rosenzweig CPAS PLLC is a state-registered investment advisory firm in Jericho, NY, registered since 2003, with no regulatory assets under management reported in its Form ADV filing dated March 24, 2026.",
  "citation": "AdvisorCensus. Berman, Sosman & Rosenzweig CPAS PLLC (CRD 124864): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Other"
  ],
  "advisory_activity_labels": [
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Berman, Sosman & Rosenzweig CPAS PLLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Berman, Sosman & Rosenzweig CPAS PLLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Berman, Sosman & Rosenzweig CPAS PLLC located?",
      "a": "Berman, Sosman & Rosenzweig CPAS PLLC's principal office is in Jericho, NY, according to its Form ADV."
    },
    {
      "q": "Is Berman, Sosman & Rosenzweig CPAS PLLC registered with the SEC or a state?",
      "a": "Berman, Sosman & Rosenzweig CPAS PLLC is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 124864."
    },
    {
      "q": "Does Berman, Sosman & Rosenzweig CPAS PLLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.F (authorization as an attorney, accountant, or federal contractor revoked or suspended). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/124864"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/berman-sosman-and-rosenzweig-cpas-pllc-jericho-ny-124864.md",
  "clients": [],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/124864",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}