Piero Rosas
Piero Rosas is a registered investment advisor at Independent Financial Partners, based in Weston, FL, with 25 years of industry experience. Piero operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.
Location
15320 SW 26th Street, Weston, FL, 33326
Get directionsHistory
Regulatory History (1)
Judgment / Lien
December 2015Other Business Activities
Piero is a registered investment advisor with Independent Financial Partners since 2012, dedicating full-time hours. He also has several other DBAs related to financial services, but spends minimal time on those activities.
Employment History
Current Registrations
Independent Financial Partners
Previous Registrations
LPL Financial LLCBroker
Investacorp Advisory Services INC
Investacorp, INC.Broker
Wm Financial Services, INC.
Wm Financial Services, INC.Broker
Citicorp Investment ServicesBroker
Wm Financial Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.