Mark Andrew Rossi

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 01/2014 → 12/2021
  Student
  Harrison, NY
• 03/2022 → 11/2022
  Naxion Research And Consulting
  Philadelphia, PA
• 07/2024 → 04/2025
  Riversedge Advisors, Llc
  Wilmington, DE
• 11/2022 → 07/2024
  Riversedge Advisors, Llc
  Wilmington, DE
• 04/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2023-05-05 → 2025-04-25
  Riversedge Advisors
  Wilmington, DE

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-05