Michael Rosen (CRD# 4437494) is an Investment Advisor Representative working at Northstar Advisory Group, LLC in Northfield, NJ and has over 10 years of experience in the finance industry.
CRD# 2226733
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2545436
Lpl Financial LLC
CRD# 2708056
Wells Fargo Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Northstar Advisory Group, LLC | Newtown, PA | Mar 2020 - Current | 4 |
Triad Hybrid Solutions, LLC | Norcross, GA | Jul 2018 - Jun 2020 | 1 |
Triad Advisors, LLC | Norcross, GA | Jul 2018 - Jun 2020 | 1 |
Bcg Securities, Inc. | Cherry Hill, NJ | Oct 2015 - Jul 2018 | 2 |
Bank Of America, N.a. | Yardley, PA | Jan 2015 - Oct 2015 | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Yardley, PA | Nov 2014 - Oct 2015 | < 1 |
Morgan Stanley | Lawrenceville, NJ | Jan 2014 - Nov 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2014 |
- PA
-
Total Assets Under Management253MILLIONS
-
Total Number of Accounts703ACCOUNTS
-
Average Account Value$360,024
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, FL, IL, NC, NJ, NY, PA, SC
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