Rosa
Estrada
Captrust
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About this Advisor
Rosa Estrada is a certified financial planner operating in San Antonio, Texas, who has 1 year of relevant experience. Estrada is an employee of Captrust. Over the course of their career, Estrada has held roles at J.P. Morgan Securities LLC, Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Usaa Investment Management Company, Sanctuary Wealth, Capfinancial Partners LLC (Captrust), Usaa, Ey and Capfinancial Securities LLC. Estrada holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Captrust is a financial advisory company based in Raleigh, NC. The investment advisory business has offices in 69 locations and a total of 1,338 employees. It has $715 billion in total assets between its 76,254 client accounts, placing it among the largest firms in the country by assets under management. The firm serves 136 charities and foundations. Of its 76,254 customer accounts, 33% belong to high-net-worth individuals who have more than $1 million in assets. The company provides a number of services, such as 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 and publication of newsletters. Fees charged by financial advisors are based on which services the firm provides the client. Fee types billed by Captrust likely include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
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
- Publication of periodicals or newsletters
Rosa Estrada Work History
Rosa has been registered as a financial advisor for 1 years.*
Capfinancial Partners LLC (Captrust)
Capfinancial Securities LLC
Sanctuary Wealth
Ey
Usaa
Usaa Investment Management Company
Usaa Financial Advisors, Inc
Usaa Financial Planning Services
J.P. Morgan Securities LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Rosa Estrada 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 Captrust
Raleigh, NC
Leesburg, VA
Raleigh, NC
Raleigh, NC
Raleigh, NC
Bethlehem, PA
Brentwood, TN
Sacramento, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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