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Mark Andrew Rossi

Riversedge Advisors

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About Mark Andrew Rossi

Mark Andrew Rossi is an investment advisor representative with Riversedge Advisors. Mark is registered with the state of Delaware and Pennsylvania. Mark is licensed with Series 65. Mark is a registered investment advisor with RiversEdge Advisors. Mark has been in the financial industry for 13 years and has experience working in the investment, financial and insurance industry. Mark has experience with financial planning, pension consulting and portfolio management for individuals.

Firm Information

Mark Rossi is currently registered with Riversedge Advisors. Riversedge Advisors is a Wilmington, DE-based investment advisor with 10 employees, including 4 licensed agents and 9 investment adviser representatives. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and pension and profit-sharing plans. They have approximately $708 million in regulatory assets under management.
Riversedge Advisors

600 N KING ST

WILMINGTON, DE 19801

$708.41M

Assets Under Management

13

Total Clients

9

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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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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Mark Rossi’s Registration & Firm History

DE

05/05/2023 - Present

Riversedge Advisors (WILMINGTON DE)

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Licenses & Designations

IA

Issued 05/05/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Andrew Rossi.
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