Rosanna Coviello (CRD# 6978550) is an Investment Advisor Representative working at Gladstone Wealth Partners in Boca Raton, FL and has over 3 years of experience in the finance industry.
CRD# 4359773
Cresset Asset Management, LLC
CRD# 6786946
J.p. Morgan Securities LLC
CRD# 5209174
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gladstone Wealth Partners | Chester, NJ | Feb 2021 - Current | 3 |
| Lpl Financial LLC | Chester, NJ | Jul 2020 - Current | 3 |
| Private Portfolio Partners | Paramus, NJ | Oct 2020 - Feb 2022 | 1 |
| Gladstone Institutional Advisory LLC | Paramus, NJ | Jul 2018 - Feb 2021 | 2 |
| Private Portfolio Partners LLC | Paramus, NJ | Jul 2018 - Oct 2020 | 2 |
| Lpl Financial LLC | Paramus, NJ | Jul 2018 - Jul 2020 | 2 |
| Montclair State University | Montclair, NJ | Sep 2015 - May 2019 | 3 |
| Tutor Doctor - North Jersey | Ridgewood, NJ | Oct 2016 - Jun 2017 | < 1 |
| Tj Maxx | Paramus, NJ | Mar 2017 - May 2017 | < 1 |
| Unemployed | Paramus, NJ | Jun 2010 - Mar 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- NJ
-
Total Assets Under Management4,004MILLIONS
-
Total Number of Accounts15,270ACCOUNTS
-
Average Account Value$262,205
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, 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
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