Joseph Paul Rosario
Investment adviser representative at Cetera Investment Advisers LLC
9 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$256.8BFirm 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 assetsHourlyFixed or flat fee
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
9 years in the industry.
- Cetera Investment Advisers LLCDec 2025 to now
- Cetera Wealth Services, LLCDec 2025 to now
- Rosario Private Wealth, LLCNov 2025 to now
- Shoreline Financial PartnersNov 2025 to now
- Fidelity InvestmentsMar 2025 to Dec 2025
- Fidelity Brokerage ServicesJul 2019 to Dec 2025
- AllstateJul 2017 to Jul 2019
- MML Investors ServicesJan 2017 to Jun 2017
- Mass Mutual Life Insurance CompanyDec 2016 to Jun 2017
- Park Avenue SecuritiesJul 2016 to Dec 2016
- Guardian Life InsMay 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 5640438
- Firm CRD
- 105644