Daniel Rose
T. Rose & Associates · Sarasota, Florida
Daniel Rose is a fee-only financial advisor at T. Rose & Associates in Sarasota, Florida. Daniel focuses on sustainable & impact investing. T. Rose & Associates reports charging a percentage of assets and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | T. Rose & Associates |
|---|---|
| Based in | Sarasota, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $14.7M across 46 accounts |
| SEC registration | Investment adviser representative in MN · CRD 7962075 |
| Exams passed | Series 66 (2024) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.troseassoc.com |
How Daniel's firm compares
- T. Rose & Associates's average account is about $320,000, from its Form ADV (assets managed divided by 46 accounts).
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Questions about Daniel
Is Daniel Rose a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and T. Rose & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, T. Rose & Associates, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Daniel Rose based?
Daniel Rose is based in Sarasota, Florida.
What does Daniel specialize in?
Daniel's specialties include sustainable & impact investing.
Is Daniel Rose registered with the SEC?
Yes. Daniel Rose is registered as an investment adviser representative in MN (CRD 7962075), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does T. Rose & Associates manage?
T. Rose & Associates reports $14.7M across 46 accounts in assets under management.
How do I contact Daniel Rose?
Through Daniel's website, www.troseassoc.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
- T. Rose & Associates website : specialties, clients served, and fees, checked October 30, 2026
- 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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