AdvisorOS Directory
Claim Profile
Unclaimed Profile
MP

Madeline Ivette Perez-Rossello

USAA INVESTMENT SERVICES COMPANY·SAN ANTONIO, Texas
SIE, Series 27, Series 99TOClean recordUSAA INVESTMENT SERVICES COMPANY
9800 FREDERICKSBURG ROAD, SAN ANTONIO, TX 78288-0227CRD# 4033239Firm CRD# 5475

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Madeline Ivette Perez-Rossello · SAN ANTONIO, TX
Registration
CRD #4033239 · USAA INVESTMENT SERVICES COMPANY
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
USAA INVESTMENT SERVICES COMPANY
CRD 5475 · SEC 801-126328
Employees
154
Total firm employees
Services offered by USAA INVESTMENT SERVICES COMPANY
Per Form ADV
Financial planning
Other
Client types served by the firm
Per Form ADV
High Net Worth Individuals
View all advisors at USAA INVESTMENT SERVICES COMPANY →
Introduction

Speak with Madeline Ivette

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Madeline Ivette is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN ANTONIO?

Browse all registered financial advisors in SAN ANTONIO, Texas or claim this profile if it's yours.

Browse SAN ANTONIO AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Madeline Ivette Perez-Rossello offer?
Madeline Ivette Perez-Rossello specializes in Financial Planning. Contact their office in SAN ANTONIO, Texas for a consultation.
What are Madeline Ivette Perez-Rossello's credentials?
Madeline Ivette Perez-Rossello is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Madeline Ivette Perez-Rossello located?
Madeline Ivette Perez-Rossello is based in SAN ANTONIO, Texas, working with USAA INVESTMENT SERVICES COMPANY. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.
How does Madeline Ivette Perez-Rossello charge for services?
Madeline Ivette Perez-Rossello's firm is compensated through other: referral fees pursuant to a referral agreement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is USAA INVESTMENT SERVICES COMPANY?
USAA INVESTMENT SERVICES COMPANY has approximately 154 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at USAA INVESTMENT SERVICES COMPANY

Daniel Sean Mcnamara
SAN ANTONIO, TX
David Harrison Smith
SAN ANTONIO, TX
Terri Lynn Luensmann
SAN ANTONIO, TX
Charles Kevin Craft
SAN ANTONIO, TX
Kirsten Mari Register
SAN ANTONIO, TX
Bernard Parke Williams
SAN ANTONIO, TX

More Advisors in SAN ANTONIO, Texas

Leslie Kristen Wagner
STRATEGIC FINANCIAL CONCEPTS, LLC·SAN ANTONIO, TX
Charles Brooks Englehardt
USAA ASSET MANAGEMENT COMPANY·SAN ANTONIO, TX
Elizabeth Flavin Crawford
SENDERO WEALTH MANAGEMENT, LLC·SAN ANTONIO, TX
Brian David Hunt
FROST INVESTMENT ADVISORS, LLC·SAN ANTONIO, TX
John Maurice Hennessy
INTERCONTINENTAL WEALTH ADVISORS, LLC·SAN ANTONIO, TX
Zachary Alan Gipson
USAA INVESTMENT MANAGEMENT COMPANY·SAN ANTONIO, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)IRVING (30)FRISCO (30)SOUTHLAKE (29)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile