Troy RossowCRD 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.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|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|
Total Assets Under Management469,254MILLIONS
Total Number of Accounts5,065ACCOUNTS
Average Account Value$92,646,486
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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