Ariel
Rosero Quinteros

Prime Capital Investment Advisors, LLC

CRD#6398424
Investment Advisor
in Leawood, KS

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About this Advisor

Ariel Rosero Quinteros is a financial advisor based in Leawood, Kansas, working with Prime Capital Investment Advisors, LLC. Ariel has previously held positions at Legg Mason Investor Services LLC, Royal Bank Of Scotland, Ethan Allen Inc, Legg Mason & Co. LLC, Franklin Templeton, Goldman Sachs, Private Client Services, and Prime Capital. Ariel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland. Currently, Ariel is part of Prime Capital Investment Advisors, LLC, which operates out of Leawood, Kansas. The firm has 70 offices and 353 employees. The firm manages assets totaling $24.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Prime Capital Investment Advisors, LLC includes asset-based, hourly, fixed, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Office Location

6201 College Blvd. Suite #150
Leawood, KS 66211

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Prime Capital Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$24,362,866,552

KS Average: $2,243,162,756
Total Number of Employees

353

KS Average: 44
Total Number of Accounts

30,635

KS Average: 4,091
Average Account Size

$795,262

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Ariel Rosero Quinteros Work History

2024 - Present (0 year)

Private Client Services

2023 - Present (1 year)

Prime Capital

2021 - 2023 (2 years)

Goldman Sachs

2020 - 2021 (1 year)

Franklin Templeton

2017 - 2021 (4 years)

Legg Mason Investor Services LLC

2015 - 2016 (1 year)

Legg Mason Investor Services LLC

2015 - 2017 (2 years)

Legg Mason & Co. LLC

2014 - 2015 (1 year)

Royal Bank Of Scotland

2014 - 2014 (< 1 year)

Ethan Allen Inc

Disclosures

Please visit the SEC profile of Ariel Rosero Quinteros 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 Prime Capital Investment Advisors, LLC

Jasen Mangrum
Leawood, KS
John M Burke
Leawood, KS
Tim Dowden
Leawood, KS
Ashley Scott
Royal Oak, MI
Nicholas Stonnington
Pasadena, CA
Logan Soll
Royal Oak, MI
Wendy Perrin
Leawood, KS
Aaron Kolich
Leawood, KS

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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