Michael Amsel Rossi

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 10/2016
  Wells Fargo Advisors, Llc
  San Francisco, CA
• 10/2016 → Present
  Raymond James Financial Services, Inc.
  San Francisco, CA
• 11/2016 → Present
  Raymond James Financial Services Advisors, Inc.
  San Francisco, CA
• 07/2013 → 08/2018
  Wilcard Storymakers
  Danville, CA
• 10/2016 → 08/2018
  Elevon Wealth Management
  Pleasanton, CA
• 10/2016 → Present
  Elevon Wealth Management
  Pleasanton, CA

Previous Registrations

• 2015-06-18 → 2016-11-01
  Wells Fargo Clearing Services, Llc
  San Francisco, CA

Other Businesses

1) Name of Business: Elevon Wealth Management Address: 39899 Balentine Dr, Suite 200, Newark, CA Activity Type: Support Company/DBA (Non Owner) Position/Title: Other Investment Related: No Start Date: 10/28/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Chief Operating Officer

Exams

• S66 Uniform Combined State Law Examination
  2015-06-18

Other Names

• Michael Rossi