Manuel Jeremy Rose
Investment adviser representative at Aegis Capital Corp.
13 yearsExperience
2 statesRegistered in
$1.8BFirm assets
16 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Aegis Capital Corp.Dec 2024 to now
- Morgan Stanley Private Bank, N.AAug 2019 to Nov 2024
- Morgan StanleyJul 2019 to Nov 2024
- Bank of America, N.A.Mar 2013 to Jul 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2013 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Aegis Capital Corp.
$1.8BAssets managed
3,083Clients
97Advisers
16 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
- 5702678
- Firm CRD
- 15007