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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Baldassarre is an investment advisor representative for Rossmore Private Capital, LLC. Andrew is licensed in Connecticut. Andrew has a background in financial services, having worked in various roles at UBS Financial Services Inc., UST Securities Corp., and UST Financial Services Corp. Andrew holds Series 7, Series 63, and Series 65 licenses. Andrew is also a member of the Village for Families and Children board of directors. Andrew is dedicated to providing personalized financial advice to individuals, families, and businesses. Rossmore Private Capital, LLC provides financial planning, portfolio management, and trustee services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Some partners of rossmore provide trustee services, serve as executor, or as agent under poa.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees for trustee services (a percentage of assets under trust)
1
2
CT
02/12/2020 - Present
Rossmore Private Capital, LLC (GLASTONBURY CT)
CT
12/10/2008 - 01/28/2020
UBS FINANCIAL SERVICES INC. (HARTFORD CT)
CT
08/28/2003 - 03/05/2008
UST SECURITIES CORP. (STAMFORD CT)
NY
01/24/2000 - 08/31/2001
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
NC
10/16/1995 - 09/23/1997
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
IA
Issued 01/05/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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