Unclaimed Profile

Michael Adam Rosen

NORTHSTAR ADVISORY GROUP, LLC·NORTHFIELD, New Jersey

Clean recordNORTHSTAR ADVISORY GROUP, LLC

1555 ZION ROAD, NORTHFIELD, NJ 08225CRD# 4437494Firm CRD# 306850

Profile Verification

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

Identity

Michael Adam Rosen · NORTHFIELD, NJ

Registration

CRD #4437494 · NORTHSTAR ADVISORY GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Michael Adam Rosen is a registered financial advisor based in NORTHFIELD, New Jersey, affiliated with NORTHSTAR ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

NORTHSTAR ADVISORY GROUP, LLC

AUM

$253M

Regulatory assets under management

Employees

Total firm employees

View all advisors at NORTHSTAR ADVISORY GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4437494

Firm CRD# 306850

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Adam Rosen offer?

Michael Adam Rosen specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NORTHFIELD, New Jersey for a consultation.

What are Michael Adam Rosen's credentials?

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

Where is Michael Adam Rosen located?

Michael Adam Rosen is based in NORTHFIELD, New Jersey, working with NORTHSTAR ADVISORY GROUP, LLC. Their office serves clients in the NORTHFIELD metropolitan area and surrounding communities.

How does Michael Adam Rosen charge for services?

Michael Adam Rosen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTHSTAR ADVISORY GROUP, LLC?

NORTHSTAR ADVISORY GROUP, LLC has approximately 4 employees and manages $253M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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