Brandon Rosi has been an investment adviser representative at Keystone Wealth Services since July 2025, and is not listed among the firm’s executive officers or direct owners. Brandon Rosi holds a Bachelor of Science in Biology with a minor in Psychology from The University of Findlay and a Doctor of Physical Therapy from The University of Findlay.
Keystone Wealth Services, LLC is a Palm Desert, CA firm with $861M under management, 635 clients and 11 advisers across 2 offices, as of its August 2026 filing.
Dr. Brandon Rosi is a Financial Advisor of Keystone Private Wealth. His background as a healthcare provider includes physical therapy. He specializes in helping healthcare providers in private practice secure their financial futures.
- Keystone Private WealthCurrent– present · 1 yearPalm Desert, CA · Adviser representative · Firm CRD 301924
Investment adviser representative registrations
Brandon Rosi is registered as an investment adviser representative in California, since July 2025.
- CaliforniaSince 1 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 June 2025 |
| Series 66 | Uniform Combined State Law Examination | 8 June 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- CRD
- 8126053
- Firm
- Keystone Wealth Services · CRD 301924
- Office
- 73575 EL PASEO, SUITE 2300, Palm Desert, CA 92260
- Registration
- Investment adviser registration
- In the industry since
- June 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- keystoneprivatewealth.com
Where does Brandon Rosi work?
Brandon Rosi is an investment adviser representative registered through Keystone Wealth Services, LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Brandon Rosi a financial advisor?
Yes. Brandon Rosi has a current investment-adviser registration in California, through Keystone Wealth Services since July 2025.
How many years of experience does Brandon Rosi have?
Brandon Rosi has 1 year in the financial industry, since June 2025, across 1 adviser firm.
What exams has Brandon Rosi passed?
Brandon Rosi has passed 2 licensing exams: the Series 66 and Series 65. The earliest, the Series 66, was passed in June 2025.
Where is Brandon Rosi based?
Brandon Rosi’s registered office is in Palm Desert, CA.
Is Brandon Rosi registered with FINRA?
No. Brandon Rosi has no current broker registration.
How can I verify Brandon Rosi’s record?
Search CRD 8126053 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brandon Rosi’s full registration record.
