Antonio Rosales Smith
Investment adviser representative at Ancorato
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$283.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- AncoratoJan 2024 to now
- Ameriprise Financial Services, LLCOct 2020 to now
- Darby Heidemann/northwestern Mutual Wealth Management CompanyOct 2019 to Oct 2020
- Darby Heidemann/ Northwestern Mutual Investment Services LLCSep 2019 to Oct 2020
- Haussman Financial/securities America IncSep 2012 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (ID).
Ancorato
Legal name: Legacy Investment Solutions, LLC
$283.7MAssets managed
6Clients
8Advisers
3 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
- 5228798
- Firm CRD
- 322695