# MICHAEL STEVAN ROSE

MICHAEL STEVAN ROSE is an investment adviser representative (IAR) with state registration records since 2002, appearing at 7 firms. Currently registered with FULCRUM WEALTH ADVISORS, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FULCRUM WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/169277) | 2013-11-22 | present | Yes |
| [CETERA WEALTH SERVICES, LLC](https://search.stillhousedata.com/firm/13572) | 2013-07-26 | 2021-10-18 | — |
| [OPPENHEIMER & CO. INC.](https://search.stillhousedata.com/firm/249) | 2008-01-02 | 2013-08-02 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2006-08-12 | 2008-01-23 | — |
| [PIPER SANDLER & CO.](https://search.stillhousedata.com/firm/665) | 2004-08-30 | 2006-08-12 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2003-08-19 | 2004-09-08 | — |
| [BANC OF AMERICA SECURITIES LLC](https://search.stillhousedata.com/firm/26091) | 2002-02-09 | 2003-08-29 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/817872)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/817872.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.