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MR

Michael W. Rose

J. STREICHER & CO. L.L.C.
New York, NY 10005
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CRD#: 2346155
MR

Professional summary


Michael Walter Rose, who also goes by Michael W Rose, is a registered financial professional currently at J. STREICHER & CO. L.L.C. located in New York, New York.

Michael is registered as a RR (Registered Representative) and started their career in finance in 1993. Michael has worked at 8 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael W Rose

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Michael Walter Rose's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 13, 2019 - Present

J. STREICHER & CO. L.L.C.

Office #1: 28 Liberty Street 6th Floor, New York, NY 10005
BD
CRD#: 3526
New York, NY
Past

October 1, 2015 - December 31, 2017

PATRICK CAPITAL MARKETS, LLC

BD
CRD#: 16518
ST LOUIS, MO
Past

April 30, 2010 - July 19, 2013

PATRICK CAPITAL MARKETS, LLC

BD
CRD#: 16518
CASTLE ROCK, CO
Past

March 26, 2007 - September 3, 2008

CCO CAPITAL, LLC

BD
CRD#: 31147
PHOENIX, AZ
Past

September 11, 2003 - January 17, 2007

OLD MUTUAL INVESTMENT PARTNERS

BD
CRD#: 44916
BERWYN, PA
Past

July 13, 2000 - August 19, 2003

TRANSAMERICA CAPITAL, LLC

BD
CRD#: 8217
DENVER, CO
Past

March 25, 1999 - July 3, 2000

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
GLEN ALLEN, VA
Past

September 16, 1996 - January 24, 1997

DELAWARE DISTRIBUTORS, L.P.

BD
CRD#: 14232
PHILADELPHIA, PA
Past

June 1, 1993 - May 13, 1994

SIGNATOR FINANCIAL SERVICES, INC.

BD
CRD#: 19061
BOSTON, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/1/2006
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/29/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
New York Stock Exchange

Current Firm


JS
J. STREICHER & CO. L.L.C.
J. STREICHER & CO. | J. STREICHER & CO. L.L.C.

CRD#: 3526 / SEC#: , 8-4342

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
28 Liberty Street 6th Floor, New York, NY 10005
Mailing Address
28 Liberty Street 6th Floor, New York, NY 10005
Phone number
(646) 688-0411
Established
New York since 01/01/1910
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
J STREICHER GROUP LLCLLC MEMBER
J. STREICHER HOLDINGS, LLCLLC MEMBER
BROWN, THOMAS MCEO3084804
CACACE, CHRISTOPHERCHIEF COMPLIANCE OFFICER4308782
GEORGE, THOMAS KEITHFINOP, PFO, POO5378303

Disclosures


Regulatory Event9

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


J. STREICHER & CO. L.L.C.

CRD#: 3526New York, NY 10005

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