Cheryl Nicole Rose

Employer firm

Constellation Wealth Advisors CRD 147253

$5.40B regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 07/2011 → 02/2018
  Pnc Bank
  Cincinnati, OH
• 02/2018 → 05/2018
  Unemployed
  Cincinnati, OH
• 05/2018 → Present
  Constellation Wealth Advisors, Llc
  Cincinnati, OH
• 05/2018 → Present
  Quadrant Capital Group, Llc
  Cincinnati, OH

Previous Registrations

• 2018-05-31 → 2020-05-28
  Constellation Wealth Advisors, Llc
  Cincinnati, OH

Other Businesses

J. Stewart Capital Holdings, dba Woodhouse Spa, Northern Kentucky; and dba Woodhouse Spa, Lexington, Kentucky (not investment related); 2808 Turkeyfoot Rd., Crescent Springs, KY 41071; day spa; Franchise Part-Owner; ; start date 2/2017; 40 hrs./month; 8 hrs/month during trading hours; Manage the team/financial affair. -----Entity/Business Name: Cincinnati Art Museum; Investment related (Y/N): Y; Address: 953 Eden Park Drive, Cincinnati, OH 45202; Nature of the Business: Museum of fine art and the first purpose-built art museum west of the Alleghenies; Position/Title/Relationship: Trustee, Finance and Nominating Committees; Start Date: September 2011; Approximate # of hours a month: 8; Approximate # of hours during trading hours: nominal; Compensated (Y/N)? N; Briefly describe your duties: Supports the museum's initiatives and programs as a museum Trustee -----Entity/Business Name: Groundwork Ohio; Investment related (Y/N): Y; Address: 175 S. 3rd Street, Suite 420, Columbus, OH 43215; Nature of the Business: State advocacy not-for-profit dedicated to early childhood education and well-being; Position/Title/Relationship: Board of Directors; Start Date: January 2024; Approximate # of hours a month: nominal; Approximate # of hours during trading hours: nominal; Compensated (Y/N)? N; Briefly describe your duties: Supports the organization's initiatives and a member of the Board of Directors

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-03-19

Designations

• Certified Financial Planner
• Chartered Financial Analyst