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Managing Director - Chief Investment Officer · Northstar Advisory Group, LLC

Michael A. Rosen

CRD 4437494 · Named on Form ADV at one SEC-registered adviser

At a glance

Northstar Advisory Group, LLC, an SEC-registered wealth manager based in Northfield, NJ with $377 million in regulatory assets, lists Michael A. Rosen on its Form ADV as Managing Director - Chief Investment Officer, a control person.

Firms and roles

AtlasMembers

Michael’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Robert F. KernanManaging Director - Financial Planning Specialist - Chief Compliance Officer, Northstar Advisory Group, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.