AS
CFP
AS
CFP

Antonio Rosales Smith

16 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
7 advisors
Number of Clients
2,367 clients
Average Client Portfolio
$102K average
Assets Under Management
$240.3M

Fee Structure

Financial Planning:Investment management only
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Location

851 N Hickory Street Suite 100, Meridian, ID, 83642

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Antonio volunteers with the Idaho Transport Dep Bicycle Pedestration Advisory Committee, assisting with the Idaho Transportation Department's Bicycle and Pedestrian Program. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Ancorato
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Legacy Investment Solutions, LLC
June 2023 - December 2023 · 6 mos
Ameriprise Financial Services, LLC
June 2022 - February 2023 · 8 mos
Ameriprise Financial Services, LLCBroker
October 2020 - February 2023 · 2 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
October 2019 - October 2020 · 1 yr
Securities America, INC.Broker
February 2013 - August 2019 · 6 yrs 6 mos
Pacific Select Distributors, INC.Broker
November 2006 - February 2011 · 4 yrs 3 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.