Michael Rossi
Michael Rossi is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Pleasanton, CA, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6701 Koll Center Pkwy, Suite 250, Pleasanton, CA, 94566
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is the Chief Operating Officer of Elevon Wealth Management since 2016, dedicating a few hours per week to this role. This activity is not investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations47 states
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