Sabrina Rosh

MOTLEY FOOL WEALTH MANAGEMENT

San Jose, CA

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CRD#: 5487602

Professional summary

Sabrina Rosh, CFP® is a registered financial advisor currently at MOTLEY FOOL WEALTH MANAGEMENT, LLC located in San Jose, California.

Sabrina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Sabrina has worked at 10 firms and has passed the Series 66, SIE and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sabrina Rosh's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

CFP^®

CRD#: 46337

San Jose, CA

Past

April 29, 2010 - September 6, 2012

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

CAMPBELL, CA

Past

April 22, 2010 - September 5, 2012

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

CAMPBELL, CA

Past

January 23, 2009 - September 18, 2009

BELLATORE FINANCIAL, INC.

RIA

CRD#: 143543

SAN JOSE, CA

Past

April 30, 2008 - September 18, 2009

CLARKESON RESEARCH INC.

CRD#: 143868

SAN JOSE, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MOTLEY FOOL WEALTH MANAGEMENT, LLC

MOTLEY FOOL FINANCIAL PLANNING | MOTLEY FOOL WEALTH MANAGEMENT, LLC | MOTLEY FOOL WEALTH MANAGEMENT | MOTLEY FOOL FINANCIAL PLANNING, LLC

CRD#: 165689 / SEC#: 801-77616

RIA

Registered Investment Advisory firm - (2/11/2013 Approved)

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

California
(5/30/2025)

IAR

Colorado
(5/30/2025)

IAR

Virginia
(5/30/2025)

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 66

Date: 9/15/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/4/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/29/2008

General Securities Representative Examination

Current Firm

MOTLEY FOOL WEALTH MANAGEMENT, LLC

MOTLEY FOOL FINANCIAL PLANNING | MOTLEY FOOL WEALTH MANAGEMENT, LLC | MOTLEY FOOL WEALTH MANAGEMENT | MOTLEY FOOL FINANCIAL PLANNING, LLC

CRD#: 165689 / SEC#: 801-77616

RIA

Registered Investment Advisory firm - (2/11/2013 Approved)

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Contact information

Main Address

2000 Duke Street Second Floor, Alexandria, VA 22314

Mailing Address

Phone number

(844) 408-4390

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2 COMBINED BROCHURE (7/31/2025)

Regulatory assets under management

Total Number of Accounts	4,406
AUM (Assets Under Management)	$ 2,179,069,480

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Sabrina Rosh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sabrina Rosh's CRS (Customer Relationship Summary).

Certified licenses

Experience

ELLEVEST

WEALTH ARCHITECTS, LLC

BRIGHTON JONES LLC

BRIGHTON JONES LLC

LWI FINANCIAL INC.

LORING WARD SECURITIES INC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

BELLATORE FINANCIAL, INC.

CLARKESON RESEARCH INC.

Primary Firm SEC Registration

MOTLEY FOOL WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/15/2008

SIE

Date: 4/4/2016

Series 7

Date: 4/29/2008

Current Firm

MOTLEY FOOL WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MOTLEY FOOL WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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