Unclaimed Profile

Glenn Alan Rosen

ROSEN CAPITAL MANAGEMENT, INC.·MACON, Georgia

Series 6, Series 7, Series 63, Series 65Clean record23 years registeredROSEN CAPITAL MANAGEMENT, INC.

119 CALLOWAY DRIVE, MACON, GA 31204CRD# 1849188Firm CRD# 123585

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Glenn Alan Rosen · MACON, GA

Registration

CRD #1849188 · ROSEN CAPITAL MANAGEMENT, INC. · 23 years registered

Brand Profile

Not yet started

Career History

CREATIVE PLANNING

Jul 2022 – present

ROSEN CAPITAL MANAGEMENT HOLDINGS, LLC

May 2003 – Aug 2022

MACON, GA

LINSCO/PRIVATE LEDGER CORP.

Mar 2003 – Apr 2003

MACON, GA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · March 14, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROSEN CAPITAL MANAGEMENT, INC.

CRD 123585 · SEC 801-67714

AUM

$35M

Regulatory assets under management

Employees

110 client accounts

Services offered by ROSEN CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ROSEN CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Glenn Alan Rosen offer?

Glenn Alan Rosen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MACON, Georgia for a consultation.

What are Glenn Alan Rosen's credentials?

Glenn Alan Rosen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Glenn Alan Rosen located?

Glenn Alan Rosen is based in MACON, Georgia, working with ROSEN CAPITAL MANAGEMENT, INC.. Their office serves clients in the MACON metropolitan area and surrounding communities.

How does Glenn Alan Rosen charge for services?

Glenn Alan Rosen's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROSEN CAPITAL MANAGEMENT, INC.?

ROSEN CAPITAL MANAGEMENT, INC. has approximately 1 employees and manages $35M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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