Unclaimed Profile

Olivia Salas Roppolo

INSCRIPTION CAPITAL, LLC·HOUSTON, Texas

SIE, Series 7, Series 63, Series 65, Series 99TOClean record19 years registeredINSCRIPTION CAPITAL, LLC

2925 RICHMOND AVENUE, HOUSTON, TX 77098CRD# 3132800Firm CRD# 291780

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Olivia Salas Roppolo · HOUSTON, TX

Registration

CRD #3132800 · INSCRIPTION CAPITAL, LLC · 19 years registered

Brand Profile

Not yet started

Career History

ROCKEFELLER CAPITAL MANAGEMENT

Apr 2021 – present

INSCRIPTION CAPITAL, LLC

Apr 2018 – Apr 2021

HOUSTON, TX

UBS FINANCIAL SERVICES INC.

Jun 2012 – Apr 2018

HOUSTON, TX

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Nov 2009

HOUSTON, TX

CITIGROUP GLOBAL MARKETS INC.

Mar 2007 – Jun 2009

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 99TO

Registration record

First registered · March 19, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INSCRIPTION CAPITAL, LLC

CRD 291780 · SEC 801-112532

AUM

$1.3B

Regulatory assets under management

Employees

1,203 client accounts

Services offered by INSCRIPTION CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INSCRIPTION CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Olivia Salas Roppolo offer?

Olivia Salas Roppolo specializes in Financial Planning, Investment Management. Contact their office in HOUSTON, Texas for a consultation.

What are Olivia Salas Roppolo's credentials?

Olivia Salas Roppolo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Olivia Salas Roppolo located?

Olivia Salas Roppolo is based in HOUSTON, Texas, working with INSCRIPTION CAPITAL, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Olivia Salas Roppolo charge for services?

Olivia Salas Roppolo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INSCRIPTION CAPITAL, LLC?

INSCRIPTION CAPITAL, LLC has approximately 23 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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