Robert RossettiCRD Number: 1809647
Current Firm: J.p. Morgan Securities LLC
Robert Rossetti (CRD# 1809647) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sag Harbor, NY and has over 25 years of experience in the finance industry.
Sagepoint Financial, Inc.
Lansdowne Wealth Management, LLC
|Jpmorgan Chase Bank, N.a||Sag Harbor, NY||Mar 2017 - Current||1|
|Jp Morgan Securities LLC||Sag Harbor, NY||Mar 2016 - Current||2|
|Jpmorgan Chase Bank||East Hampton, NY||Mar 2016 - Mar 2017||1|
|Unemployed||Southampton, NY||Jan 2016 - Feb 2016||< 1|
|American Portfolios Financial Services, Inc.||Bridgehampton, NY||Sep 2014 - Jan 2016||1|
|Bridgehampon National Bank||Bridgehamtpon, NY||Sep 2014 - Jan 2016||1|
|Sorrento Pacific Financial, LLC||East Hampton, NY||Jun 2014 - Aug 2014||< 1|
|Lpl Financial LLC||East Hampton, NY||Aug 2013 - Jun 2014||< 1|
|Suffolk County National Bank||East Hampton, NY||Aug 2013 - Jun 2014||< 1|
|Harbor Financial Partners||Southampton, NY||Jun 2012 - Aug 2013||1|
|Metlife||Hauppauge, NY||Dec 2011 - Jun 2012||< 1|
|Metlife Securities Inc.||Hauppauge, NY||Sep 2011 - Jun 2012||< 1|
|Unemployed||Floral Park, NY||May 2011 - Aug 2011||< 1|
|Altaira Investment Solutions||New York, NY||Sep 2009 - May 2011||1|
|Unemployed||Floral Park, NY||Jan 2009 - Sep 2009||< 1|
|Morgan Stanley & Company Inc.||New York, NY||Apr 2007 - Jan 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
|S63||Uniform Securities State Law Examination||Sep 2011|
|S65||NASAA Investment Advisors Law Examination||Jan 1993|
Total Assets Under Management81,562MILLIONS
Total Number of Accounts376,424ACCOUNTS
Average Account Value$216,675
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, 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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