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Sabrina Rosh

Ellevest

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About Sabrina Rosh

Sabrina Rosh is a financial advisor currently registered with Ellevest in San Jose, CA. Sabrina is a Certified Financial Planner and holds Series 66, Series 7, and SIE licenses. Sabrina has been in the financial industry since 2008, previously working at Loring Ward Securities Inc., Fidelity Brokerage Services LLC, and Bellatore Securities, Inc. Sabrina specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.

Firm Information

Sabrina Rosh is currently registered with Ellevest. Ellevest is a registered investment advisor that provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. The firm also offers educational seminars and a wrap fee program. Ellevest has approximately $2.11 billion in regulatory assets under management and 89,871 total client accounts.

$2.11B

Assets Under Management

3,000

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning workshops; 1:1 consulting

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Sabrina Rosh’s Registration & Firm History

CA

09/29/2023 - Present

Ellevest (San Jose CA)

CA

09/13/2012 - 04/04/2016

LORING WARD SECURITIES INC. (San Jose CA)

CA

04/22/2010 - 09/05/2012

FIDELITY BROKERAGE SERVICES LLC (CAMPBELL CA)

CA

04/30/2008 - 09/18/2009

BELLATORE SECURITIES, INC. (SAN JOSE CA)

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Licenses & Designations

BOTH

Issued 09/15/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/04/2016

SIE - Securities Industry Essentials Examination

BC

Issued 04/29/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sabrina Rosh.
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