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Ivan Rose

Strategic Advisers LLC

South Lyon, MI

Ann Arbor, MI

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31

Branch Locations

South Lyon, MI • United States

500 E. Eisenhower Pkwy Ste 100, Ann Arbor, MI 48108-3349 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Troy MI 03/2018 11/2021
Grupo Antolin Auburn Hills MI 10/2017 03/2018
Oakland University Rochester MI 01/2016 10/2017
Bank Of America, N.A. Troy MI 03/2019 11/2021
Edward Jones St. Louis MO 11/2021 04/2024
Charles Schwab & Co Inc,. Birmingham MI 05/2024 12/2024
Charles Schwab Bank, Ssb Birmingham MI 05/2024 12/2024
Fidelity Investments Ann Arbor MI 01/2025 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2018 → 11/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Troy, MI
  • 10/2017 → 03/2018
    Grupo Antolin
    Auburn Hills, MI
  • 01/2016 → 10/2017
    Oakland University
    Rochester, MI
  • 03/2019 → 11/2021
    Bank Of America, N.A.
    Troy, MI
  • 11/2021 → 04/2024
    Edward Jones
    St. Louis, MO
  • 05/2024 → 12/2024
    Charles Schwab & Co Inc,.
    Birmingham, MI
  • 05/2024 → 12/2024
    Charles Schwab Bank, Ssb
    Birmingham, MI
  • 01/2025 → Present
    Fidelity Investments
    Ann Arbor, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-115819|OrgNmn:555 Arts|Org Addr:Detroit,Michigan,US|OBA Nature:Arts/Community philanthropy|Invst Rel:N|Title:Board Member|Duties:Board Member|StrtDt:01-01-19|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-09
  • S66 Uniform Combined State Law Examination
    2019-07-09
Designations
Other Names
  • Ivan Rose
  • Ivan Douglas Rose

View on SEC IAPD

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