Stifel, Nicolaus & Company
47yrs
Top advisor by experience in Florida
2yrs
Daniel Rose
Financial advisor at T. Rose & Associates
Based in Sarasota, Florida, Daniel Rose is a fiduciary financial advisor with 2 years of industry experience. Daniel has been with T. Rose & Associates since 2025; before that, Daniel spent a year at Equitable Advisors. T. Rose & Associates offers financial planning and investment management and is paid through a percentage of assets.
One of 949 advisors with offices in Sarasota, and one of 871 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
OfficeSarasota, FL
How the firm is paid ?Percent of assets
Typical client at the firm ?$405,405
Advisors at the firm2
States licensed ?1 state
Services through T. Rose & Associates
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jul 2025 – nowT. Rose & Associates, Inc.Current firm
- Oct 2024 – Jul 2025Equitable Advisors, LLCPreviously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call T. Rose & Associates at 6123145629 and ask for Daniel Rose. Daniel works from the Sarasota, FL office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
T. Rose & Associates reports being paid by a percentage of the assets they manage. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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