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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-04-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ellen Mackey Rose Cpa Cfp | Ipswich | MA | 10/1986 | Present |
| Axa Advisors, Llc | New York | NY | 06/2005 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 06/2005 | Present |
05/02/2011, Trusted Advisor with Equitable Advisors; 10/01/1986, tax preparer/owner, Ellen Rose, CPA, tax and accounting services, 15 South Main St, Ipswich, MA 01938, 160 hrs/month, $130000 annual comp; 01/01/1995, Bank trustee, Institution for Savings, 2 Depot Square, Ipswich, MA 01938, 5 hrs/month, $20000 annual comp;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-13 |
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