Michael Joseph Rose
Investment adviser representative at Rose Capital Advisors, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$608.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Premia Global Advisors, LLCJun 2026 to now
- Catellan Holdings Manager, LLCFeb 2022 to now
- Rose Capital Advisors, LLCOct 2014 to now
- Saxony SecuritiesMar 2014 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Rose Capital Advisors, LLC
$608.3MAssets managed
375Clients
11Advisers
12 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
- 2954324
- Firm CRD
- 173054