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Michael R
Series 66
New Hope, PA
Northstar Advisory Group, LLC
Michael Rosen is a financial advisor with Northstar Advisory Group, LLC in New Hope, PA. He holds a Series 66 designation and has 13 years of industry experience. Prior to joining Northstar Advisory Group in 2020, he worked at Triad Hybrid Solutions, LLC and Triad Advisors, LLC from 2018 to 2020, and at BCG Securities, Inc. from 2015 to 2018. Northstar Advisory Group provides wealth management, investment management, financial planning, retirement plan advisory, and consulting services to individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $334 million in discretionary assets and employs proprietary model portfolios that combine low-cost ETFs with individual stocks and bonds, using a mix of fundamental, technical, cyclical, charting, and quantitative analysis.
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