Troy Rossow, financial advisor Boston MA

Troy Rossow

CRD Number: 1612619
Current Firm: Columbia Management Investment Advisers, LLC

Troy Rossow (CRD# 1612619) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 19 years of experience in the finance industry. Troy Rossow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Columbia Management Investment Distributors, Inc. Boston, MA Dec 2021 - Current < 1
Foreside Financial Services, LLC Minneapolis, MN Jan 2020 - Dec 2021 1
Bmo Harris Bank, Na Minneapolis, MN Jan 2010 - Dec 2021 11
Bmo Asset Management Corp. Minnapolis, MN Jan 2010 - Dec 2021 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2002
S63 Uniform Securities State Law Examination Feb 2016
Contact Info for Troy M. Rossow
Phone Number: 800-225-2365
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    469,254
    MILLIONS
  • Total Number of Accounts
    5,065
    ACCOUNTS
  • Average Account Value
    $92,646,486
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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