Carlos Francisco Rosado
Investment adviser representative at Kestra Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 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 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
Experience
10 years in the industry.
- Kestra Advisory Services, LLCJun 2026 to now
- Kestra Investment Services, LLCJun 2026 to now
- N/aJan 2026 to Jun 2026
- Trinity Wealth Securities, LLCJul 2025 to Jan 2026
- Florida Financial Advisors dba Texas Financial AdvisorsJun 2024 to Jan 2026
- Credit Union Student ChoiceJun 2023 to Aug 2023
- San Antonio Country ClubMay 2021 to Aug 2021
- Texas A&m UniversityAug 2020 to May 2024
- Alamo Heights High SchoolAug 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 7943326
- Firm CRD
- 283330