Juan Rosas
Investment adviser representative at Ally Invest Advisors
12 yearsExperience
1 stateRegistered in
$1.7BFirm assets
12 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Ally Invest AdvisorsAug 2025 to now
- Rosas ConstructionOct 2024 to now
- Ally Invest Securities LLCDec 2020 to now
- UnemployedMay 2020 to Dec 2020
- TD AmeritradeSep 2018 to May 2020
- The Cheesecake FactoryNov 2014 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Ally Invest Advisors
Legal name: Ally Invest Advisors Inc
$1.7BAssets managed
83,199Clients
82Advisers
12 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
- 7010397
- Firm CRD
- 170301