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Thomas J Rossley

Belle Haven Investments, LP

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About Thomas J Rossley

Thomas J. Rossley is a financial professional with over 39 years of experience in the industry. He has worked at several prominent financial institutions, including Lehman Brothers Inc. and Huntington Securities, Inc. Thomas J. Rossley is currently registered with Belle Haven Investments, LP. Thomas J. Rossley has a broad range of expertise, specializing in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Thomas Rossley is currently registered with Belle Haven Investments, LP. Belle Haven Investments, LP is a partnership formed in 2001 and headquartered in RYE BROOK, NY. The firm provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. With over $17.6 billion in regulatory assets under management, Belle Haven Investments manages accounts for a diverse range of clients, including high-net-worth individuals, corporations, charitable organizations, insurance companies, and state or municipal government entities. The firm is registered with the SEC and in 34 states.
Belle Haven Investments, LP

800 WESTCHESTER AVENUE

RYE BROOK, NY 10573-1301

$17.67B

Assets Under Management

Not reported

Total Clients

28

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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Thomas Rossley’s Registration & Firm History

NY

06/30/2023 - Present

Belle Haven Investments, LP (RYE BROOK NY)

IL

01/08/2009 - 05/01/2023

HUNTINGTON SECURITIES, INC. (CHICAGO IL)

IL

09/22/2008 - 12/24/2008

BARCLAYS CAPITAL INC. (CHICAGO IL)

IL

06/05/1986 - 09/22/2008

LEHMAN BROTHERS INC. (CHICAGO IL)

NA

02/24/1984 - 04/17/1986

GRIFFIN, KUBIK, STEPHENS & THOMPSON, INC.

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Licenses & Designations

BC

Issued 03/14/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/14/2015

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/30/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/1988

Series 3 - National Commodity Futures Examination

BC

Issued 02/18/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Thomas J Rossley. Review regulatory record here.
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