Richard Manuel Rosa
Investment adviser representative at Verdence Capital Advisors, LLC
11 yearsExperience
2 statesRegistered in
$4.6BFirm assets
9 yearsFirm in business
Are you Richard Manuel Rosa? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Verdence Capital Advisors, LLCJun 2017 to now
- Hightower Advisors, LLCJun 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (FL, MD).
Verdence Capital Advisors, LLC
$4.6BAssets managed
1,876Clients
46Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2370546
- Firm CRD
- 288512