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Michael Adam Rosen

NORTHSTAR ADVISORY GROUP, LLC·NORTHFIELD, New Jersey
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1555 ZION ROAD, NORTHFIELD, NJ 08225CRD# 4437494Firm CRD# 306850
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NORTHSTAR ADVISORY GROUP, LLC
NORTHSTAR ADVISORY GROUP, LLC
AUM
$253M
Regulatory assets under management
Employees
4
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
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4437494
Firm CRD# 306850
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in NORTHFIELD
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Nearby cities in New Jersey
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City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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