Brandon Rosi
Investment adviser representative at Keystone Private Wealth
10 yearsExperience
1 stateRegistered in
$860.7MFirm assets
5 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.
- Keystone Private WealthJun 2025 to now
- Rosi PhysiotherapyMay 2017 to now
- Desert OasisOct 2020 to Nov 2024
- Mt. San Jacinto CollegeJan 2018 to Aug 2023
- Shelley Cooper Pt ClinicMar 2017 to May 2017
- St Joe's HospitalFeb 2017 to Mar 2017
- Rust Presbyterian HospitalNov 2016 to Feb 2017
- Presbyterian Espanola HospitalAug 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Keystone Private Wealth
Legal name: Keystone Wealth Services, LLC
$860.7MAssets managed
635Clients
4Advisers
5 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
- 8126053
- Firm CRD
- 301924