Rosana Hernandez
Investment adviser representative at Captrust
10 yearsExperience
1 stateRegistered in
$1.2TFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- CaptrustOct 2024 to now
- Capfinancial Partners LLC (captrust)Sep 2024 to now
- Capfinancial Securities, LLC.Sep 2024 to now
- Common Cause Capital LLCNov 2022 to Aug 2024
- Common Cause Capital LLCNov 2021 to Oct 2022
- UnemployedJun 2021 to Oct 2021
- Morgan StanleyAug 2020 to Jun 2021
- Voya Financial Partners, LLCSep 2018 to Jul 2020
- Voya FinancialAug 2018 to Jul 2020
- John Hancock Distributors LLCNov 2016 to Aug 2018
- John HancockJul 2016 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 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
- 5272898
- Firm CRD
- 175112