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Rochester Wealth Strategies, LLC CRD 299150
$204M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
439 S. Main Street Suite 250, Rochester, MI 48307 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-12-12 |
Branch Locations
439 South Main Street Suite 250, Rochester, MI 48307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Rochester | MI | 05/2007 | 08/2018 |
| Private Advisor Group, Llc | Rochester | MI | 08/2018 | 04/2019 |
| Rochester Wealth Strategies, Llc | Rochester | MI | 11/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-20 |
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