Giancarlo RosatiCRD Number: 1984137
Current Firm: Assetmark, Inc.
Giancarlo Rosati (CRD# 1984137) is an Investment Advisor Representative working at Assetmark, Inc. in Stamford, CT and has over 17 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Assetmark Brokerage, LLC||Concord, CA||Aug 2014 - Current||3|
|Centurion Capital Group, Inc.||Concord, CA||Sep 2013 - Current||4|
|Capital Brokerage Corporation||Richmont, VA||Nov 2007 - Current||10|
|Genworth Financial Wealth Management||Stamford, CT||Mar 2006 - Aug 2013||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2000|
|S65||NASAA Investment Advisors Law Examination||Feb 2002|
Total Assets Under Management20,055MILLIONS
Total Number of Accounts122,477ACCOUNTS
Average Account Value$163,746
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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