Michael Rossi
Michael Rossi is a registered investment advisor at Global Advisory Partners, LLC, based in Dallas, TX, with 17 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Planning & Consulting Services — Fixed fees range from $5,000 to $250,000. The fees are negotiable.
Location
4201 Spring Valley Rd., Suite 1500, Dallas, TX, 75244
Get directionsHistory
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 ActivitiesSells Insurance
Michael is licensed to sell insurance and is the President and minority owner of Advisors Equity Group, LLC, which owns Global Advisory Partners, LLC. He runs the day-to-day operations of Advisors Equity Group, working with financial professionals and overseeing department heads, dedicating nearly full-time hours to the business.
Employment History
Current Registrations
Global Advisory Partners, LLC
Previous Registrations
Summit Wealth Partners, LLC
Smc Advisory Network, LLC
Multi-Financial Securities Corporation
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.