Michael Jay Rosenstein

Employer firm

Build Financial Advisors, LLC CRD 323201

$3.58M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2022 → Present
  Build Financial Advisors, Llc
  Aventura, FL
• 09/2014 → Present
  First Chicago Insurance Company
  Bedford Park, IL

Other Businesses

1) First Chicago Insurance Company; 6640 South Cicero Ave Bedford Park, IL 60638; Property and Casualty Insurance Company; Not investment related; President and Director - day to day oversight of the insurance company; started 9/30/14; 140 hours per month; 6 hours per day during trading hours 2) United Security Insurance Company; 6640 South Cicero Ave Bedford Park IL 60638; Property and Casualty Insurance Company; not investment related; Treasurer/Day to day oversight of the financial department of the insurance company; Start date 9/30/2014; 10 hours per month; 1 hours/day during trading hours 3) President of Warrior Invictus Holding Company Inc; 6640 South Cicero Ave Bedford Park IL 60638; Insurance Holding Company; not investment related; Officer position with no extra day to day responsibilities; Start date 9/30/2014; 0 hours per month; 0 hours/day during trading hours 4) Secretary and Director of West Virginia National Auto Insurance Company; 330 Scott Ave, Morgantown, WV 26508; Property and Casualty Insurance Company; not investment related; Officer position with no extra day to day responsibilities; Start date 03/29/2024; 0 hours per month; 0 hours/day during trading hours 5) Director of Warrier Reinsurance Company Ltd; 18 Forum Lane, 2nd Floor, Camana Bay P.O. Box 69 Grand Cayman KY1-1102, Cayman Islands; Property and Casualty Reinsurance Company; not investment related; Officer position with no extra day to day responsibilities; Start date 11/1/2024; 4 hours per month; Less than one hour/day during trading hours

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-11-20

Designations

• Certified Financial Planner

Other Names

• Michael Rosenstein