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Rosalind Wright

29 Years of Experience
Kamuela, HI
Broker

Rosalind Wright is a registered investment advisor at Cetera Investment Advisers LLC, based in Kamuela, HI, with 29 years of industry experience. Rosalind operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Kamuela, HI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Rosalind is the co-chair of Waimea Outdoor Circle, Waimea Nature Park, and Cultural Committee, as well as the Homeowner Association, Clubhouse, and Recreational Community Center. She oversees clubhouse repairs, plans social events, and provides opportunities for residents to learn about the history of Waikiki.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
March 1997 - Present · 29 yrs 2 mos
Previous Registrations
Cetera Advisor Networks LLC
August 1999 - June 2023 · 23 yrs 10 mos
State Registrations4 states
CACOHIKY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.