Antonio Rosado (CRD# 2165858) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Claremont, CA and has over 32 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Claremont, CA | Mar 2019 - Current | 5 |
| Ameriprise Financial Services Inc. | San Dimas, CA | Jun 2017 - Feb 2019 | 1 |
| Uboc Investment Services, Inc. | San Francisco, CA | Jun 1998 - Jun 2017 | 19 |
| Liberty Securities Corporation | Boston, MA | Aug 1995 - Jun 2017 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2016 |
- CA
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Total Assets Under Management15,875MILLIONS
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Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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