Andrew Baldassarre
Andrew Baldassarre is a CFA-designated registered investment advisor at Rossmore Private Capital, LLC, based in Glastonbury, CT, with 25 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 260 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and range from 0.05% to 2.00%.
Fee Estimator
Location
628 Hebron Avenue, Suite 306, Glastonbury, CT, 06033
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Andrew is involved with several organizations, including the Ferrari Club of America, Village for Family and Children, St Agnes Family Center, and Penwood Association. These activities involve supporting social events, fundraising, governance, and neighborhood maintenance, taking minimal time overall.
Employment History
Current Registrations
Rossmore Private Capital, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Ust Securities CORP.Broker
Ust Financial Services CORP.Broker
Evergreen Investment Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.