Michael Rosen
NorthStar Advisory Group · Northfield, New Jersey
Michael Rosen is a fee-only financial advisor at NorthStar Advisory Group in Northfield, New Jersey. NorthStar Advisory Group reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | NorthStar Advisory Group |
|---|---|
| Based in | Northfield, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $377.0M across 866 accounts |
| SEC registration | Investment adviser representative in PA · CRD 4437494 |
| Exams passed | Series 66 (2014) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | thenorthstaradvisorygroup.com |
How Michael's firm compares
- NorthStar Advisory Group's average account is about $435,000, from its Form ADV (assets managed divided by 866 accounts).
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Questions about Michael
Is Michael Rosen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and NorthStar Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, NorthStar Advisory Group, reports charging a percentage of assets on its SEC Form ADV.
Does Michael work with clients virtually?
Yes. NorthStar Advisory Group says on its website that it works with clients remotely.
Where is Michael Rosen based?
Michael Rosen is based in Northfield, New Jersey.
Is Michael Rosen registered with the SEC?
Yes. Michael Rosen is registered as an investment adviser representative in PA (CRD 4437494), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does NorthStar Advisory Group manage?
NorthStar Advisory Group reports $377.0M across 866 accounts in assets under management.
How do I contact Michael Rosen?
Through Michael's website, thenorthstaradvisorygroup.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
- NorthStar Advisory Group 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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