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Cheryl Nicole Rose

Constellation Wealth Advisors

Cincinnati, OH

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Current Employers
Constellation Wealth Advisors

255 East Fifth St. Suite 3000, Cincinnati, OH 45202 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-03-24
  • OH RA
    APPROVED
    Since 2020-03-24

Branch Locations

255 East Fifth St. Suite 3000, Cincinnati, OH 45202 • 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
Pnc Bank Cincinnati OH 07/2011 02/2018
Unemployed Cincinnati OH 02/2018 05/2018
Constellation Wealth Advisors, Llc Cincinnati OH 05/2018 Present
Quadrant Capital Group, Llc Cincinnati OH 05/2018 Present
  • 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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-03-19
  • S63 Uniform Securities Agent State Law Examination
    1996-03-19
Designations

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