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Michael Stevan Rose

CioFulcrum Wealth Advisors, LLCCRD 817872

About Michael Stevan Rose

Michael Stevan Rose is listed as Cio at Fulcrum Wealth Advisors, LLC in Bellevue, WA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Fulcrum Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Michael Stevan Rose work?

Michael Stevan Rose is listed as Cio at Fulcrum Wealth Advisors, LLC on SEC Form ADV.

How much of Fulcrum Wealth Advisors, LLC does Michael Stevan Rose own?

Form ADV reports a beneficial ownership band of Under 5%.

Fulcrum Wealth Advisors, LLC

TitleCio
OwnershipUnder 5%
Control personYes
Since2013