Mitchell Rossi (CRD# 7817875) is an Investment Advisor Representative working at Voya Investment Management Company LLC in Atlanta, GA and has 1 year of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Voya Investment Management | Atlanta, GA | Oct 2023 - Current | < 1 |
| N/a | Franklin, TN | Apr 2023 - Oct 2023 | < 1 |
| Ohio State University | Columbus, OH | Jun 2017 - May 2023 | 5 |
| Continental Real Estate Companies | Columbus, OH | Jan 2023 - Apr 2023 | < 1 |
| Continental Real Estate Companies | Columbus, OH | May 2022 - Jul 2022 | < 1 |
| Iroquois Wine And Spirits | Nashville, TN | Apr 2020 - May 2020 | < 1 |
| N/a | Franklin, TN | Oct 2013 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- AK
- AZ
- DE
- GA
- IL
- IN
- KY
- LA
- ME
- NM
- ND
- OK
- RI
- SC
- TX
- VA
-
Total Assets Under Management241,808MILLIONS
-
Total Number of Accounts96,377ACCOUNTS
-
Average Account Value$2,508,976
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.