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Anthony Joseph Rossetti

Heritage Advisors Group, Inc.

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About Anthony Joseph Rossetti

Anthony Rossetti is a financial advisor with Heritage Advisors Group, Inc. in Maitland, Florida. Anthony has been in the financial services industry since 1996 and has experience working with individuals, high net worth individuals, corporations, and charitable organizations. Anthony is a Certified Financial Planner™ and specializes in financial planning, portfolio management, and publication of periodicals. Anthony is licensed to provide investment advisory services in Florida, North Carolina, and Texas.

Firm Information

Anthony Rossetti is currently registered with Heritage Advisors Group, Inc.. Heritage Advisors Group, Inc. is an investment advisor registered with the SEC, headquartered in [Redacted]. They manage approximately $76.98 million in client assets and specialize in financial planning and portfolio management for individuals, high-net-worth individuals, corporations, and charitable organizations.

$76.98M

Assets Under Management

20

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anthony Rossetti’s Registration & Firm History

FL

08/24/2020 - Present

Heritage Advisors Group, Inc. (MAITLAND FL)

FL

05/16/2003 - 11/16/2004

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

VT

12/21/1999 - 05/16/2003

EQUITY SERVICES, INC. (MONTPELIER VT)

NY

06/21/1996 - 12/21/1999

AXA ADVISORS, LLC (NEW YORK NY)

NY

06/21/1996 - 12/21/1999

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/02/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/03/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/28/1999

Series 7 - General Securities Representative Examination

BC

Issued 06/20/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony Joseph Rossetti.
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