Ashley Rissolo (CRD# 7796321) is an Investment Advisor Representative working at Roosevelt Investments in New York, NY and has 1 year of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Corient Services LLC | Miami, FL | Jul 2023 - Current | < 1 |
| Corient | New York, NY | Feb 2023 - Current | 1 |
| Roosevelt Investments | New York, NY | Apr 2018 - Current | 6 |
| Cipw Service Company, LLC | Toronto, | Jan 2023 - Jul 2023 | < 1 |
| Ceruzzi Properties | Fairfield, NY | Sep 2009 - Mar 2018 | 8 |
- NY
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Total Assets Under Management2,693MILLIONS
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Total Number of Accounts1,125ACCOUNTS
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Average Account Value$2,393,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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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