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Paul Alan Rossi

Rossi Financial Associates, Inc.

Monroeville, PA

CRD 2655112

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Employer firm

Rossi Financial Associates, Inc. CRD 118418

$59.1M regulatory AUM 1 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Rossi Financial Associates, Inc.

50 Seco Road Suite A, Monroeville, PA 15146 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 1996-02-07
  • PA RA
    APPROVED
    Since 1996-02-07

Branch Locations

50 Seco Road, Monroeville, PA 15146 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Henry Rossi & Co Monroeville PA 08/1985 Present
Rossi Financial Associates, Inc. Monroeville PA 09/1995 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-08-21
  • S65 Uniform Investment Adviser Law Examination
    1995-08-21
Designations
  • Certified Financial Planner
Other Names
  • Paul Rossi

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
CITIZENS SECURITIES, INC.
MARION WEALTH MANAGEMENT

Nearby Investors

Joyce Lynn Sullivan
DANIEL LAWRENCE MCELHINNY
KERRI LYNN LLEWELLYN

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · MONROEVILLE, PA
CETERA INVESTMENT ADVISERS LLC · MONROEVILLE, PA
CITIZENS SECURITIES, INC. · MONROEVILLE, PA

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