Michael Rosen, financial advisor Newtown PA
89 score

Michael Rosen

CRD Number: 4437494
Current Firm: Bcg Securities, Inc.

Michael Rosen (CRD# 4437494) is an Investment Advisor Representative working at Bcg Securities, Inc. in Newtown, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bcg Securities Cherry Hill, NJ Oct 2015 - Current 1
Bank Of America, N.a. Yardley, PA Jan 2015 - Oct 2015 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Yardley, PA Nov 2014 - Oct 2015 < 1
Morgan Stanley Lawrenceville, NJ Jan 2014 - Nov 2014 < 1
Signature Cleaners Doylestown, PA Sep 2012 - Jan 2014 1
Jp Morgan Chase New York, NY Jun 2008 - Sep 2012 4
Bear Stearns Asset Management Inc. New York, NY Jun 2006 - Jun 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Michael A. Rosen
Phone Number: 856-393-1950
Registered State(s):
  • CA
  • FL
  • NJ
  • NC
  • PA
By the Numbers
  • Total Assets Under Management
    289
    MILLIONS
  • Total Number of Accounts
    1,274
    ACCOUNTS
  • Average Account Value
    $226,986
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, CO, CT, DC, DE, FL, GA, IA, KY, MA, MD, MI, MO, MS, NC, NE, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA, WA, WI, WV

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

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