Gabrielle Lindsey Rosser
Investment adviser representative at Root Financial Partners
11 yearsExperience
1 stateRegistered in
$2.1BFirm assets
4 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
- Seminars and workshops
Experience
11 years in the industry.
- Root Financial PartnersOct 2024 to now
- Vital FindingsJun 2021 to Oct 2024
- Community.comJun 2020 to Jun 2021
- Mendocino FarmsJun 2019 to Jun 2020
- University of Southern CaliforniaAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Root Financial Partners
Legal name: Root Financial Partners, LLC
$2.1BAssets managed
858Clients
64Advisers
4 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
- 8189206
- Firm CRD
- 290289