Guadalupe Jose Rosales
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Guadalupe Jose Rosales? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
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.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2021 to now
- State Employees Credit UnionJul 2020 to Jul 2021
- UberFeb 2020 to Sep 2020
- UberNov 2019 to Dec 2019
- Wilkes County SchoolsSep 2019 to Feb 2020
- UnemployedMay 2019 to Sep 2019
- MeddeasSep 2018 to May 2019
- UnemployedJul 2018 to Sep 2018
- Appalachian State UniversityAug 2014 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7428211
- Firm CRD
- 104555