Anthony Rosa
Anthony Rosa is a registered investment advisor at R & R Financial Planners, INC., based in East Meadow, NY, with 16 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 232 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable. Schedule reflects the Interactive Brokers Program. Firm also offers the SEI Management Program and Jackson National Life annuity management at separate rates.
Fee Estimator
Location
1802 Hempstead Turnpike, East Meadow, NY, 11554
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 Activities
Anthony owns a landscape maintenance business since 1978, dedicating a few hours per week during the season. He also works full-time as an Investment Advisory Representative and Equity Portfolio Manager at R&R Financial Planners, Inc.
Employment History
Current Registrations
R & R Financial Planners, INC.
Rnr Securities, L.L.C.Broker
Previous Registrations
Rnr Securities, L.L.C.Broker
State Registrations2 states
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
More Advisors
- William Romeo, CFPR & R Financial Planners, INC.
- Brian Katzman, CFPCreative Planning
- Jonathan London, CFPAmeriprise Financial Services, LLC
- Dennis Weil, ChFCCetera Investment Advisers LLC