Antonio Rosales Smith
Investment Adviser Representative at Ancorato
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Antonio Rosales Smith is an investment adviser representative with Ancorato in Boise, ID, where they have been registered since 2024. They have worked in the securities industry since 2009 and have been registered with 3 firms, including Legacy Investment Solutions, LLC and Ameriprise Financial Services, LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Idaho.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Idaho
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- HAUSSMAN FINANCIAL/Securities America IncSep 2012 – Sep 2019Lake Forest, CA
- Darby Heidemann/ Northwestern Mutual Investment Services LLCSep 2019 – Oct 2020Boise, ID
- Darby Heidemann/Northwestern Mutual Wealth Management CompanyOct 2019 – Oct 2020Milwaukee, WI
- Ameriprise Financial Services, LLCOct 2020 – no end date reportedBoise, ID
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Ancorato
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Antonio Rosales Smith has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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