Rozanne Mcmanus

SENSUS WEALTH MANAGEMENT GROUP LLC

San Antonio, TX 78230

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CRD#: 2861979

Professional summary

Rozanne Mcmanus is a registered financial advisor currently at SENSUS WEALTH MANAGEMENT GROUP LLC located in San Antonio, Texas.

Rozanne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Rozanne has worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

SENSUS Entertainment Group, LLC, Secretary/Treasurer. Not investment related. 10 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

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Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 25, 2014 - Present

SENSUS WEALTH MANAGEMENT GROUP LLC

Office #1: 8000 Ih 10 West Suite 1500, San Antonio, TX 78230

RIA

CRD#: 153357

San Antonio, TX

Past

September 29, 2004 - December 31, 2013

INVESTMENT PROFESSIONALS, INC.

RIA

CRD#: 30184

SAN ANTONIO, TX

Past

September 29, 2004 - December 31, 2013

INVESTMENT PROFESSIONALS, INC.

CRD#: 30184

SAN ANTONIO, TX

Past

January 1, 2004 - October 13, 2004

CETERA ADVISORS LLC

CRD#: 10299

GREENWOOD VILLAGE, CO

Past

February 18, 1999 - January 1, 2004

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

Past

December 18, 1997 - December 31, 1998

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(2/25/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/4/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/23/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/17/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 8/4/2008

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 6/23/2006

General Securities Principal Examination

Current Firm

SENSUS WEALTH MANAGEMENT GROUP LLC

OPCION ADVISORS LLC | SENSUS WEALTH MANAGEMENT GROUP LLC | OPCION MANAGEMENT LLC

CRD#: 153357 / SEC#:

Texas

Registered Investment Advisory firm - (2/17/2012 Approved)

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Contact information

Main Address

8000 Ih 10 West Suite 1500, San Antonio, TX 78230

Mailing Address

8000 Ih 10 West Suite 1500, San Antonio, TX 78230

Phone number

(210) 735-4000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	120
AUM (Assets Under Management)	$ 30,405,686

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Rozanne Mcmanus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rozanne Mcmanus's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTMENT PROFESSIONALS, INC.

INVESTMENT PROFESSIONALS, INC.

CETERA ADVISORS LLC

IFG NETWORK SECURITIES, INC.

SUNAMERICA SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/4/1998

Series 63

Date: 5/23/1997

Series 7

Date: 12/17/1997

Series 53

Date: 8/4/2008

Series 24

Date: 6/23/2006

Current Firm

SENSUS WEALTH MANAGEMENT GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SENSUS WEALTH MANAGEMENT GROUP LLC

TRUST BUT VERIFY

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