# Berman, Sosman & Rosenzweig CPAS PLLC

> 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.

- CRD: 124864
- Filed as: BERMAN, SOSMAN & ROSENZWEIG CPAS PLLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Jericho, NY
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/124864
- AdvisorCensus page: https://advisorcensus.com/firm/berman-sosman-and-rosenzweig-cpas-pllc-jericho-ny-124864

## Quick answers

**How is Berman, Sosman & Rosenzweig CPAS PLLC compensated?**
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.

**Where is Berman, Sosman & Rosenzweig CPAS PLLC located?**
Berman, Sosman & Rosenzweig CPAS PLLC's principal office is in Jericho, NY, according to its Form ADV.

**Is Berman, Sosman & Rosenzweig CPAS PLLC registered with the SEC or a state?**
Berman, Sosman & Rosenzweig CPAS PLLC is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 124864.

**Does Berman, Sosman & Rosenzweig CPAS PLLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2003 (23 years)
- Employees: 10 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.F: 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to act as an attorney, accountant, or federal contractor granted to the firm or an advisory affiliate ever been revoked or suspended?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/124864

### Websites listed on Form ADV (Item 1.I)
- cpataxsavers.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Berman, Sosman & Rosenzweig CPAS PLLC (CRD 124864): Form ADV filing data as of October 2026.