Charles Vincent Rossi
Investment adviser representative at Intelligent Capitalworks
12 yearsExperience
6 statesRegistered in
CFA, CFP® certificationDesignations
$376.6MFirm 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
- Seminars and workshops
Experience
12 years in the industry.
- Intelligent CapitalworksOct 2016 to now
- Icw Investment Advisors LLCFeb 2014 to now
Designations
- CFA
- CFP® certification
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 6 states (AZ, CA, DE, FL, LA, TX).
Intelligent Capitalworks
Legal name: Icw Investment Advisors, LLC
$376.6MAssets managed
99Clients
4Advisers
21 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
- 6712618
- Firm CRD
- 135081