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Cynthia Deanne Rosso

Elevate Wealth Advisory, Inc.

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About Cynthia Deanne Rosso

Cynthia Deanne Rosso is an Investment Advisor Representative at Elevate Wealth Advisory, Inc. Cynthia has been in the industry for over 16 years. She holds Series 66 and Series 7 licenses and is a Certified Financial Planner. Cynthia has been with Elevate Wealth Advisory, Inc. since 2005 and previously worked at FSC Securities Corporation. Cynthia provides financial planning services to individuals, high net worth individuals, corporations, and charitable organizations. Elevate Wealth Advisory, Inc. is a registered investment advisor that provides financial planning, portfolio management, and pension consulting services. The firm manages approximately $314,072,325 in assets for approximately 1,676 clients.

Firm Information

Cynthia Rosso is currently registered with Elevate Wealth Advisory, Inc.. Elevate Wealth Advisory, Inc. is a registered investment advisor located in Athens, GA. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Elevate Wealth Advisory, Inc. manages approximately $314,072,325 in assets for 1,676 clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth.
Elevate Wealth Advisory, Inc.

190 HAWTHORNE PARK

ATHENS, GA 30606

$314.07M

Assets Under Management

Not reported

Total Clients

7

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Cynthia Rosso’s Registration & Firm History

GA

06/04/2009 - Present

Elevate Wealth Advisory, Inc. (ATHENS GA)

GA

08/22/2007 - 01/17/2014

FSC SECURITIES CORPORATION (ATHENS GA)

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Licenses & Designations

BOTH

Issued 01/17/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/21/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cynthia Deanne Rosso.
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