Investment adviser representative · Optimist Capital
Ivan Rosa
CRD 6720387 · Palm Beach Gardens, FL
At a glance
Ivan Rosa is an investment adviser representative with Optimist Capital in Palm Beach Gardens, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ivan’s SEC record dates to 2025, about 1 years ago.
Current advisory firm
- Optimist CapitalSince January 2025Palm Beach Gardens, FL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Ivan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Optimist Capital
- Gregory H. AdamsPalm Beach Gardens
- Alexander R. CookePalm Beach Gardens
- John R. Smith Jr.Palm Beach Gardens
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