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Michael Joseph Rose

ROSE CAPITAL ADVISORS, LLC·MIAMI BEACH, Florida
SIE, Series 7, Series 31, Series 63, Series 65CFPClean record16 years registeredROSE CAPITAL ADVISORS, LLC
119 WASHINGTON AVENUE, MIAMI BEACH, FL 33139CRD# 2954324Firm CRD# 173054

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Joseph Rose · MIAMI BEACH, FL
Registration
CRD #2954324 · ROSE CAPITAL ADVISORS, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

ROSE CAPITAL ADVISORS, LLC
Oct 2014 – present
TANDRAGEE GLOBAL ADVISORS, LLC
Aug 2012 – Feb 2015
Miami Beach, FL
DOMINICK & DOMINICK LLC
Oct 2009 – Jul 2012
MIAMI, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 31
Series 63
Series 65
Registration record
First registered · October 30, 2009
Years registered · 16
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ROSE CAPITAL ADVISORS, LLC
CRD 173054 · SEC 801-80385
AUM
$543M
Regulatory assets under management
Employees
10
813 client accounts
Services offered by ROSE CAPITAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at ROSE CAPITAL ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Michael Joseph Rose offer?
Michael Joseph Rose specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MIAMI BEACH, Florida for a consultation.
What are Michael Joseph Rose's credentials?
Michael Joseph Rose holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael Joseph Rose located?
Michael Joseph Rose is based in MIAMI BEACH, Florida, working with ROSE CAPITAL ADVISORS, LLC. Their office serves clients in the MIAMI BEACH metropolitan area and surrounding communities.
How does Michael Joseph Rose charge for services?
Michael Joseph Rose's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROSE CAPITAL ADVISORS, LLC?
ROSE CAPITAL ADVISORS, LLC has approximately 10 employees and manages $543M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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