Sabrina
Rosh
Ellevest
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About this Advisor
Sabrina Rosh is a financial advisor based in San Jose, California, working with Ellevest. Sabrina has previously held positions at Brighton Jones, LLC, Wealth Architects, LLC, Ellevest, and Loring Ward. Sabrina has passed the Series 66 regulatory exam and is registered to provide services in California, New York, and Texas. Currently, Sabrina is part of Ellevest, which operates out of San Jose, California. The firm has 104 employees and manages assets totaling $1.9 billion. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Ellevest includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ellevest Brokerage Details
$1,902,522,616
104
144,143
$13,199
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Sabrina Rosh Work History
Ellevest
Wealth Architects, LLC
Wealth Architects, LLC
Brighton Jones, LLC
Loring Ward
Disclosures
Please visit the SEC profile of Sabrina Rosh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ellevest
New York, NY
Lisle, IL
New York, NY
New York, NY
New York, NY
Beaverton, OR
Virginia Beach, VA
Costa Mesa, CA
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