Santiago Miguel Rosas
Investment adviser representative at Dew Wealth Management
11 yearsExperience
2 statesRegistered in
$464.7MFirm assets
10 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 assetsFixed or flat feeOther
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
11 years in the industry.
- Dew Wealth ManagementSep 2023 to now
- Fp Solutions AmerirpiseApr 2023 to Sep 2023
- InsituDec 2016 to Apr 2023
- Bosh Global ServicesFeb 2015 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Dew Wealth Management
Legal name: Dew Wealth Management, LLC
$464.7MAssets managed
246Clients
24Advisers
10 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
- 7720464
- Firm CRD
- 114148