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Marcus Elliot Rose

Teeple Snyder Newsome Wealth & Tax Management

Blue Ash, OH

Brownsburg, IN

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Current Employers
Teeple Snyder Newsome Wealth & Tax Management

111 East Main Street, Brownsburg, IN 46112 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-12
KY RA APPROVED 2025-03-06
  • OH RA
    APPROVED
    Since 2025-03-12
  • KY RA
    APPROVED
    Since 2025-03-06

Branch Locations

4225 Malsbary Rd. Unit 105-C, Blue Ash, OH 45242 • United States

111 East Main Street, Brownsburg, IN 46112 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Cincinnati OH 07/2007 03/2025
Fidelity Personal And Workplace Advisors Boston MA 07/2018 03/2025
Strategic Advisers Llc Boston MA 08/2011 07/2018
Teeple Snyder Newsome Wealth Management Brownsburg IN 03/2025 Present
  • 07/2007 → 03/2025
    Fidelity Investments
    Cincinnati, OH
  • 07/2018 → 03/2025
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 08/2011 → 07/2018
    Strategic Advisers Llc
    Boston, MA
  • 03/2025 → Present
    Teeple Snyder Newsome Wealth Management
    Brownsburg, IN
Previous Registrations
  • 2018-07-13 → 2025-03-10
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Covington, KY
  • 2011-08-03 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-07-29
S63 Uniform Securities Agent State Law Examination 2007-11-20
  • S66 Uniform Combined State Law Examination
    2011-07-29
  • S63 Uniform Securities Agent State Law Examination
    2007-11-20
Other Names
  • Marcus Rose

View on SEC IAPD

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Other Offices

ON INVESTMENT MANAGEMENT CO · Blue Ash, OH
STRATOS WEALTH ADVISORS LLC · Cincinnati, OH
STRATOS WEALTH ADVISORS LLC · Cincinnati, OH
THE MATHER GROUP, LLC · Cincinnati, OH
STRATOS WEALTH ADVISORS LLC · Cincinnati, OH
THE MATHER GROUP, LLC · Cincinnati, OH
EADVISOR LLC · Cincinnati, OH
CETERA INVESTMENT ADVISERS LLC · CINCINNATI, OH

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