Michael Rose, financial advisor Melville NY
89 score

Michael Rose

CRD Number: 5285399
Current Firm: Wells Fargo Advisors, LLC

Michael Rose (CRD# 5285399) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Melville, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Melville, NY Mar 2013 - Current 3
Na Plainview, NY Nov 2012 - Mar 2013 < 1
Self-employed Plainview, NY Feb 2012 - Nov 2012 < 1
Massmutual Syosset, NY May 2011 - Feb 2012 < 1
New York Life Melville, NY Sep 2010 - Apr 2011 < 1
Unemployed Plainview, NY May 2010 - Sep 2010 < 1
Suffolk County Department Of Health Hauppauge, NY Oct 2009 - May 2010 < 1
Unemployed Plainview, NY May 2009 - Oct 2009 < 1
Full-time Education Plainview, NY Aug 1991 - May 2009 17
Morgan Stanley Melvile, NY Jan 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Michael P. Rose
Phone Number: 314-875-3000
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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