Caitlin Michelle Rose
Investment adviser representative at Access Wealth Management, LLC
17 yearsExperience
1 stateRegistered in
$357.7MFirm assets
Under 1 yearFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Private Client ServicesOct 2018 to now
- Access Wealth Management, Inc.Sep 2009 to now
- Purshe Kaplan Sterling InvestmentsNov 2015 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (KY).
Access Wealth Management, LLC
$357.7MAssets managed
174Clients
3Advisers
Under 1 yearIn 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
- 5705206
- Firm CRD
- 339285