Michael Scott Rosenbach
Investment adviser representative at Solist Financial
11 yearsExperience
1 stateRegistered in
$130.1MFirm assets
Under 1 yearFirm in business
Are you Michael Scott Rosenbach? Claim your profile
Contact this firm
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.
- Solist FinancialMay 2025 to now
- Solist Wealth Management LLCNov 2023 to now
- Berkeley Preparatory SchoolAug 2021 to now
- UBS Financial Services Inc.Apr 2021 to Dec 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2015 to Apr 2021
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (FL).
Solist Financial
Legal name: Solist Wealth, LLC
$130.1MAssets managed
87Clients
2Advisers
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
- 6497350
- Firm CRD
- 329317