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Angela Andrea Rosario

12 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
268 advisors
Number of Clients
14,305 clients
Average Client Portfolio
$387K average
Assets Under Management
$5.5B

Fee Structure

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Location

6451 N. Federal Hwy, Suite 1201, Ft. Lauderdale, FL, 33308

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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 ActivitiesSells Insurance

Angela operates as a financial advisor under Apex Wealth Management Group, dedicating full-time hours to investments, advisory services, financial planning, and variable annuities. She also works as a fixed insurance agent and presents mortgage assistance workshops, each taking about 10-20% of her time.

Employment History
Current Registrations
Kovack Securities INC.Broker
February 2015 - Present · 11 yrs
Kovack Advisors, INC.
February 2015 - Present · 11 yrs
Previous Registrations
Investacorp Advisory Services INC
May 2014 - February 2015 · 9 mos
Investacorp, INC.Broker
October 2013 - February 2015 · 1 yr 4 mos
State Registrations5 states
AZCACTMATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Angela Andrea Rosario - Financial Advisor | TrueAdvisor