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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 226 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
R&R Financial Planners offers investment management through three platforms:
- SEI Management Program: Fees range from 1.01% to 2.5% annually, charged quarterly, depending on the combined fees of SEI and R&R. SEI's fee ranges from 0.01% - 1.5%.
- Interactive Brokers, LLC Program: Fees range from 1.00% to 2.00% annually, deducted from client accounts.
- Jackson National Life: A fixed fee of 1.25% of the annuity's value is charged annually.
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.