Michael Adam Rosen
Investment adviser representative at Northstar Advisory Group, LLC
11 yearsExperience
1 stateRegistered in
$377MFirm assets
6 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Northstar Advisory Group, LLCMar 2020 to now
- Triad Advisors, LLCJul 2018 to Jun 2020
- Triad Hybrid Solutions, LLCJul 2018 to Jun 2020
- Bcg Securities, Inc.Oct 2015 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (PA).
Northstar Advisory Group, LLC
$377MAssets managed
372Clients
3Advisers
6 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
- 4437494
- Firm CRD
- 306850