Rossi Financial Associates, Inc.

Rossi Financial Associates, Inc. (CRD# 118418) is a financial advisory firm headquartered in Monroeville, PA. They manage $17,620,072 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $800,912
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Rossi Financial Associates, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Paul A. Rossi
CRD#: 2655112
50 Seco Road, Monroeville, PA 15146
96
Wealthminder
score

Paul Rossi (CRD# 2655112) is an Investment Advisor Representative working at Rossi Financial Associates, Inc. in Monroeville, PA and has over 21 years of experience in the finance industry. Paul Rossi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Timothy Schneider
CRD#: 6160182
50 Seco Road, Suite A, Monroeville, PA 15146
87
Wealthminder
score

Timothy Schneider (CRD# 6160182) is an Investment Advisor Representative working at Rossi Financial Associates, Inc. in Monroeville, PA and has 1 year of experience in the finance industry.

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