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Anthony Christopher Rossi

15 Years of Experience
1 DisclosureSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
357 clients
Average Client Portfolio
$637K average
Assets Under Management
$227.6M

Fee Structure

Minimum Investment:$250K
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Location

120 Newport Center Dr, Suite 100, Newport Beach, CA, 92660

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History

Regulatory History (1)
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Judgment / Lien
September 2017
Other Business ActivitiesSells Insurance

Anthony works as an agent for Signature Resources Insurance and Financial Services, focusing on insurance sales and service. This takes nearly full-time hours both during and outside of business hours.

Employment History
Current Registrations
Signature Resources Capital Management, LLC
August 2019 - Present · 6 yrs 6 mos
Previous Registrations
Ae Wealth Management, LLC
April 2019 - August 2019 · 4 mos
Park Avenue Securities LLCBroker
December 2015 - April 2019 · 3 yrs 4 mos
Park Avenue Securities LLC
December 2015 - April 2019 · 3 yrs 4 mos
Capital Synergy Partners
May 2014 - November 2015 · 1 yr 6 mos
Capital Synergy PartnersBroker
May 2014 - November 2015 · 1 yr 6 mos
Innovatum Capital Partners, LLC
August 2012 - February 2014 · 1 yr 6 mos
MML Investors Services, LLC
January 2010 - June 2012 · 2 yrs 5 mos
MML Investors Services, LLCBroker
July 2009 - June 2012 · 2 yrs 11 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.