Rosa
Estrada
Captrust
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About this Advisor
Rosa Estrada is a financial advisor based in San Antonio, Texas, working with Captrust. Rosa has previously held positions at Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Usaa Investment Management Company, Sanctuary Wealth, Capfinancial Partners LLC (Captrust), Usaa, Ey, and Capfinancial Securities LLC. Rosa has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Rosa is part of Captrust, which operates out of San Antonio, Texas. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 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, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
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
Capfinancial Partners LLC (Captrust)
Capfinancial Securities LLC
Sanctuary Wealth
Ey
Usaa
Usaa Investment Management Company
Usaa Financial Advisors, Inc
Usaa Financial Planning Services
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
San Antonio, TX
Boston, MA
Boerne, TX
Dayton, OH
San Antonio, TX
Sanford, NC
Birmingham, AL
Phoenix, AZ
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