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Anthony Rosso

25 Years of Experience
Shrewsbury, NJ
1 DisclosureBrokerSells Insurance

Anthony Rosso is a registered investment advisor at Cetera Investment Advisers LLC, based in Shrewsbury, NJ, with 25 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1151 Broad Street Suite 305, Shrewsbury, NJ, 07702

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History

Regulatory History (1)
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Customer Dispute
December 2007
Denied
Other Business ActivitiesSells Insurance

Anthony sells fixed insurance products with various companies since 2006 and provides insurance solutions through SBG Insurance/Aimcorp since 2019. He is also a consultant for Aspargo Laboratories and the CEO and principal of Rosso Financial Group, dedicating about a quarter of his time to the latter.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2024 - Present · 2 yrs 3 mos
Cetera Wealth Services, LLCBroker
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Newbridge Securities CorporationBroker
September 2021 - February 2024 · 2 yrs 5 mos
Newbridge Financial Services Group, INC.
September 2021 - February 2024 · 2 yrs 5 mos
LPL Financial LLC
January 2021 - October 2021 · 9 mos
LPL Financial LLCBroker
January 2021 - October 2021 · 9 mos
Regal Advisory Services, INC.
September 2008 - March 2021 · 12 yrs 6 mos
Regal Securities, INC.Broker
January 2008 - March 2021 · 13 yrs 2 mos
Wachovia Securities, LLCBroker
July 2004 - December 2007 · 3 yrs 5 mos
Morgan Stanley Dw INC.Broker
November 2000 - July 2004 · 3 yrs 8 mos
State Registrations14 states
AZCACTFLMANCNJNYPASCTNTXUTVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.