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Frank Rossi

41 Years of Experience
Wellesley, MA
Broker

Frank Rossi is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

112 Worcester Street, Wellesley, MA, 02481

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Frank is a volunteer member of the Town of Medway Investment Advisory Committee since 2018, spending minimal time. He is also a Select Board Member for the town since 2021, dedicating a few hours per week to overseeing the town's operating budget and capital projects.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
June 2007 - June 2009 · 2 yrs
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
December 2002 - July 2003 · 7 mos
Morgan Stanley Dw INC.Broker
April 1990 - April 2007 · 17 yrs
Hibbard Brown & CO., INC.Broker
May 1988 - November 1989 · 1 yr 6 mos
Sherwood Capital, INC.Broker
February 1987 - May 1988 · 1 yr 3 mos
First Jersey Securities, INC.Broker
December 1983 - January 1987 · 3 yrs 1 mo
State Registrations34 states
ALARAZCACOCTFLGAHIILINKSMAMDMEMTNCNHNJNMNVNYOHORPARISCSDTXVAVTWAWIWV
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Exams
No exam information available for this advisor.