Christopher Rossetti (CRD# 7369035) is an Investment Advisor Representative working at Tortoise Investment Management, LLC in White Plains, NY and has 1 year of experience in the finance industry.
CRD# 5146297
Origin Investment Advisory LLC
CRD# 1483428
Abbington Investment Group, LLC
CRD# 6381165
A.g.p / Alliance Global Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Tortoise Investment Management, LLC | White Plains, NY | Jul 2023 - Current | < 1 |
Tufts University | Medford, MA | Aug 2020 - May 2023 | 2 |
Tufts University | Medford, MA | Sep 2019 - May 2023 | 3 |
Tortoise Investment Management, LLC | White Plains, NY | Jun 2022 - Aug 2022 | < 1 |
Sector Financial | New York, NY | Jun 2021 - Aug 2021 | < 1 |
St. Joseph High School | Trumbull, CT | Sep 2015 - Jun 2019 | 3 |
Seymour Middle School | Seymour, CT | Sep 2013 - Jun 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- NY
-
Total Assets Under Management1,461MILLIONS
-
Total Number of Accounts2,685ACCOUNTS
-
Average Account Value$544,213
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CT, DC, FL, IL, MA, MD, NH, NJ, NY, PA, TX, VA, WA
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 derived from SEC.gov data covering 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.
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.