Michael Herbert Rosenthal
Investment adviser representative at Formulate Financial LLC
10 yearsExperience
2 statesRegistered in
$229.4MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Formulate Financial LLCMay 2024 to now
- Bleakley Financial Group, LLCJun 2022 to now
- Private Advisor Group, LLC dba Bleakley Financial Group, LLCApr 2018 to May 2022
- Advisory Services Network, LLCNov 2016 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
Formulate Financial LLC
$229.4MAssets managed
47Clients
1Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2309908
- Firm CRD
- 331026