Unclaimed Profile

Michael Adam Rosen

NORTHSTAR ADVISORY GROUP, LLC·NORTHFIELD, New Jersey

SIE, Series 7, Series 66Clean record18 years registeredNORTHSTAR 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 · 18 years registered

Brand Profile

Not yet started

Career History

NORTHSTAR ADVISORY GROUP, LLC

Mar 2020 – present

TRIAD HYBRID SOLUTIONS, LLC

Jul 2018 – Jul 2020

Newtown, PA

BCG SECURITIES, INC.

Oct 2015 – Jul 2018

NEWTOWN, PA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nov 2014 – Oct 2015

YARDLEY, PA

MORGAN STANLEY

Apr 2014 – Dec 2014

LAWRENCEVILLE, NJ

BEAR STEARNS ASSET MANAGEMENT INC

Nov 2007 – Jan 2009

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 14, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTHSTAR ADVISORY GROUP, LLC

CRD 306850 · SEC 801-118179

AUM

$253M

Regulatory assets under management

Employees

703 client accounts

Services offered by NORTHSTAR ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NORTHSTAR ADVISORY GROUP, LLC →

Introduction

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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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