CR
CR

Caesar R Rossitto

10 Years of Experience
1 DisclosureBroker
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
132 advisors
Number of Clients
6,944 clients
Average Client Portfolio
$4.4M average
Assets Under Management
$30.9B

Fee Structure

Financial Planning:Investment management only
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Location

One Orange Way, Windsor, CT, 06095

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History

Regulatory History (1)
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Criminal
April 2024
Pending Charge
Employment History
Current Registrations
Voya Retirement Advisors, LLC
July 2023 - Present · 2 yrs 7 mos
Voya Financial Partners, LLCBroker
January 2019 - Present · 7 yrs 1 mo
Voya Financial Partners, LLC
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Voya Financial Partners, LLC
January 2019 - July 2023 · 4 yrs 6 mos
Ameriprise Financial Services, INC.Broker
June 2018 - January 2019 · 7 mos
Ameriprise Financial Services, INC.
June 2018 - January 2019 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2015 - June 2018 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2014 - June 2018 · 3 yrs 6 mos
State Registrations1 state
CT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.