Rose M. Bennetch

BROWN ADVISORY

NORFOLK, VA 23510-1676

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CRD#: 4669911

Professional summary

Rose Miller Bennetch, who also goes by Rose Natasha Miller, is a registered financial advisor currently at BROWN ADVISORY located in Norfolk, Virginia.

Rose is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Rose has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rose Natasha Miller

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) - RIA

Click below to view Rose Miller Bennetch's CRS (Customer Relationship Summary).

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

May 23, 2019 - Present

BROWN ADVISORY

Office #1: 101 W. Main Street Suite 700, Norfolk, VA 23510-1676

RIA

CRD#: 106375

NORFOLK, VA

Past

December 31, 2018 - June 6, 2019

BROWN ADVISORY

RIA

CRD#: 110181

Baltimore, MD

Past

March 19, 2012 - December 31, 2018

BROWN ADVISORY

RIA

CRD#: 106375

NORFOLK, VA

Past

January 16, 2004 - October 27, 2010

BB&T ASSET MANAGEMENT, INC.

RIA

CRD#: 108443

NORFOLK, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BROWN ADVISORY

BROWN ADVISORY | SIGNATURE FINANCIAL MANAGEMENT INC | SIGNATURE FAMILY WEALTH ADVISORS | SIGNATURE

CRD#: 106375 / SEC#: 801-47290

RIA

Registered Investment Advisory firm - (9/6/1994 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(5/23/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/31/2003

Uniform Investment Adviser Law Examination

Current Firm

BROWN ADVISORY

BROWN ADVISORY | SIGNATURE FINANCIAL MANAGEMENT INC | SIGNATURE FAMILY WEALTH ADVISORS | SIGNATURE

CRD#: 106375 / SEC#: 801-47290

RIA

Registered Investment Advisory firm - (9/6/1994 Approved)

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Contact information

Main Address

101 W. Main Street Suite 700, Norfolk, VA 23510-1676

Mailing Address

Phone number

(757) 625-7670

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SIGNATURE FINANCIAL MANAGEMENT, INC. ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,744
AUM (Assets Under Management)	$ 7,319,916,211

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/21/2025	Cover Page	Report
10/28/2024	Cover Page	Report
01/24/2024	Cover Page	Report
10/27/2022	Cover Page	Report

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.

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Rose M. Bennetch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rose Miller Bennetch's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROWN ADVISORY

BROWN ADVISORY

BROWN ADVISORY

BB&T ASSET MANAGEMENT, INC.

Primary Firm SEC Registration

BROWN ADVISORY

State Registrations and Notice Filings

Exams

Series 65

Date: 12/31/2003

Current Firm

BROWN ADVISORY

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BROWN ADVISORY

TRUST BUT VERIFY

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