Michael Adam Rosen

Employer firm

Northstar Advisory Group, LLC CRD 306850

$377M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 07/2018
  Bcg Securities, Inc.
  Cherry Hill, NJ
• 07/2018 → 06/2020
  Triad Advisors, Llc
  Norcross, GA
• 07/2018 → 06/2020
  Triad Hybrid Solutions, Llc
  Norcross, GA
• 03/2020 → Present
  Northstar Advisory Group, Llc
  Northfield, NJ

Previous Registrations

• 2018-07-12 → 2020-07-06
  Osaic Advisory Services, Llc
  Newtown, PA
  Doylestown, PA
  Northfield, NJ
  Atlanta, GA
• 2015-10-22 → 2018-07-12
  Bcg Securities, Inc.
  Newtown, PA
  Cherry Hill, NJ
• 2014-11-25 → 2015-10-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Yardley, PA
• 2014-04-02 → 2014-12-02
  Morgan Stanley
  Lawrenceville, NJ
• 2007-11-14 → 2009-01-09
  Bear Stearns Asset Management Inc.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2014-03-31