Michael W. English

ROSTAD CAPITAL MANAGEMENT

Portland, OR 97219

Some features on this profile are disabled

CRD#: 6615275

Professional summary

Michael William English is a registered financial advisor currently at ROSTAD CAPITAL MANAGEMENT, INC. located in Portland, Oregon.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Michael has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

COHO PROPERTIES LLC WESTWOOD PROPERTIES LLC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael William English'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

February 14, 2019 - Present

ROSTAD CAPITAL MANAGEMENT, INC.

Office #1: 8405 Sw Barbur Blvd, Portland, OR 97219

RIA

CRD#: 282176

Portland, OR

Past

July 14, 2016 - February 14, 2019

ROSTAD CAPITAL MANAGEMENT, INC.

RIA

CRD#: 282176

PORTLAND, OR

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

Oregon
(2/14/2019)

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: 7/14/2016

Uniform Investment Adviser Law Examination

Current Firm

ROSTAD CAPITAL MANAGEMENT, INC.

ROSTAD CAPITAL MANAGEMENT, INC. | ROSTAD, DAVID OLE

CRD#: 282176 / SEC#:

Oregon

Registered Investment Advisory firm - (2/22/2016 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

8405 Sw Barbur Blvd, Portland, OR 97219

Mailing Address

Phone number

(503) 267-3868

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Gregory Bowen

MARINER WEALTH

IAR

Portland, OR

Jason Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Vancouver, WA

Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Vancouver, WA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael W. English

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael William English's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROSTAD CAPITAL MANAGEMENT, INC.

ROSTAD CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/14/2016

Current Firm

ROSTAD CAPITAL MANAGEMENT, INC.

Contact information

Documents

Red Flags

Company Information

ROSTAD CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

Similar Advisors