Cheryl Rose
Constellation Wealth Advisors · Cincinnati, Ohio
Cheryl Rose is a fee-only financial advisor at Constellation Wealth Advisors in Cincinnati, Ohio, who holds the CFP and CFA credentials. Constellation Wealth Advisors reports charging a percentage of assets, a subscription, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Constellation Wealth Advisors |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Subscription · Fixed fees · Performance-based fees |
| Assets under management | $5.40B across 2,095 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in OH · CRD 2215094 |
| Exams passed | Series 63 (1996) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | www.quadrantwealth.com |
| Profile |
How Cheryl's firm compares
- Constellation Wealth Advisors's average account is about $2.6 million, from its Form ADV (assets managed divided by 2,095 accounts).
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Questions about Cheryl
Is Cheryl Rose a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cheryl holds no broker registration, and Constellation Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cheryl charge for financial advice?
Cheryl's firm, Constellation Wealth Advisors, reports charging a percentage of assets, a subscription, fixed fees and performance-based fees on its SEC Form ADV.
Where is Cheryl Rose based?
Cheryl Rose is based in Cincinnati, Ohio.
What credentials does Cheryl Rose hold?
Cheryl Rose holds the CFP and CFA credentials.
Is Cheryl Rose registered with the SEC?
Yes. Cheryl Rose is registered as an investment adviser representative in OH (CRD 2215094), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Constellation Wealth Advisors manage?
Constellation Wealth Advisors reports $5.40B across 2,095 accounts in assets under management.
How do I contact Cheryl Rose?
Through Cheryl's website, www.quadrantwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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