TrueAdvisor
TrueAdvisor
AR
CFA
AR
CFA

Anthony Rosetti

Cerity Partners LLC
14 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningDivorce PlanningEducation PlanningCharitable GivingHigh Net WorthBusiness Owners
Cerity Partners LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
571 advisors
Number of Clients
19,810 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$122.8B

Fee Structure

Financial Planning:Included in AUM fee

Location

980 N Federal Highway, Suite 110, Boca Raton, FL, 33432

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Cerity Partners LLC
January 2023 - Present · 3 yrs 1 mo
Cerity Partners Retirement Plan Consultants
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Round Table Wealth Management
August 2020 - December 2022 · 2 yrs 4 mos
Morgan Stanley
January 2020 - July 2020 · 6 mos
Morgan StanleyBroker
January 2020 - July 2020 · 6 mos
UBS Financial Services INC.
September 2017 - October 2019 · 2 yrs 1 mo
UBS Financial Services INC.Broker
August 2017 - October 2019 · 2 yrs 2 mos
Merrill Lynch Professional Clearing CORP.Broker
August 2015 - April 2017 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2015 - April 2017 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2015 - April 2017 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2011 - March 2015 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2011 - March 2015 · 3 yrs 6 mos
Woodbury Financial Services, INC.Broker
March 2010 - October 2010 · 7 mos
Next Financial Group, INC.
February 2009 - December 2009 · 10 mos
Next Financial Group, INC.Broker
January 2009 - December 2009 · 11 mos
AXA Advisors, LLC
January 2009 - January 2009 · 0 mos
AXA Advisors, LLCBroker
December 2008 - January 2009 · 1 mo
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Anthony Rosetti - Financial Advisor | TrueAdvisor