Edward Rossi, financial advisor Palm Beach Gardens FL
73 score

Edward Rossi

CRD Number: 5576252
Current Firm: Gwn Securities Inc.

Edward Rossi (CRD# 5576252) is an Investment Advisor Representative working at Gwn Securities Inc. in Palm Beach Gardens, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Gwn Securities Inc. Palm Beach Gardens, FL Mar 2015 - Current 1
Axa Advisors, LLC New York, NY Aug 2012 - Mar 2015 2
Mml Investors Services Providence, RI Dec 2011 - May 2012 < 1
Massmutual Life Insurance Company Providence, RI Nov 2011 - May 2012 < 1
Oneamerica Securities Framingham, MA Feb 2010 - Nov 2011 1
American United Life Framingham, MA Jan 2010 - Nov 2011 1
Axa Advisors Wellesley, MA Jul 2008 - Dec 2009 1
University Of Massachusetts Boston, MA Sep 2007 - Dec 2008 1
Bk Enterprise Winthrop, MA Jun 2008 - Nov 2008 < 1
Legal Seafood Boston, MA Jan 2008 - Jun 2008 < 1
North Star Decorating Winthrop, MA Jun 2004 - Dec 2007 3
Bunker Hill Community College Charlestown, MA Sep 2006 - Jun 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Edward A. Rossi
Phone Number: 561-472-2700
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,387
    MILLIONS
  • Total Number of Accounts
    21,091
    ACCOUNTS
  • Average Account Value
    $65,765
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Market timing services
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
73

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