Robert Rossetti, financial advisor East Hampton NY
93 score

Robert Rossetti

CRD Number: 1809647
Current Firm: J.p. Morgan Securities LLC

Robert Rossetti (CRD# 1809647) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in East Hampton, NY and has over 23 years of experience in the finance industry.

Similar Advisors
Harold Hartmann, financial advisor East Hampton NY
Harold H. Hartmann
CRD# 5580878
Sagepoint Financial, Inc.
Score
103
Similar Advisors
William Araneo, financial advisor East Hampton NY
William C. Araneo
CRD# 2545370
Lpl Financial LLC
Score
96
Similar Advisors
Craig Bernard, financial advisor East Hampton NY
Craig A. Bernard
CRD# 1554830
Lpl Financial LLC
Score
96
Company Name Location Dates Years
Jp Morgan Securities LLC East Hampton, NY Mar 2016 - Current < 1
Jpmorgan Chase Bank East Hampton, NY Mar 2016 - Current < 1
Unemployed Southampton, NY Jan 2016 - Feb 2016 < 1
American Portfolios Financial Services, Inc. Bridgehampton, NY Sep 2014 - Jan 2016 1
Bridgehampon National Bank Bridgehamtpon, NY Sep 2014 - Jan 2016 1
Sorrento Pacific Financial, LLC East Hampton, NY Jun 2014 - Aug 2014 < 1
Lpl Financial LLC East Hampton, NY Aug 2013 - Jun 2014 < 1
Suffolk County National Bank East Hampton, NY Aug 2013 - Jun 2014 < 1
Harbor Financial Partners Southampton, NY Jun 2012 - Aug 2013 1
Metlife Hauppauge, NY Dec 2011 - Jun 2012 < 1
Metlife Securities Inc. Hauppauge, NY Sep 2011 - Jun 2012 < 1
Unemployed Floral Park, NY May 2011 - Aug 2011 < 1
Altaira Investment Solutions New York, NY Sep 2009 - May 2011 1
Unemployed Floral Park, NY Jan 2009 - Sep 2009 < 1
Morgan Stanley & Company Inc. New York, NY Apr 2007 - Jan 2009 1
Morgan Stanley Dw Inc. New York, NY May 1995 - Apr 2007 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
S63 Uniform Securities State Law Examination Sep 2011
S65 NASAA Investment Advisors Law Examination Jan 1993
Contact Info for Robert J. Rossetti
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
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 businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.