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Vincent Harl Rossi

Intelligent Capitalworks

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About Vincent Harl Rossi

Vincent Rossi is a financial advisor currently associated with Intelligent Capitalworks in Scottsdale, Arizona. Vincent has been in the industry since 1983. Vincent is registered to provide investment advice in Arizona, California, Delaware, Florida, Louisiana and Texas.

Firm Information

Vincent Rossi is currently registered with Intelligent Capitalworks. Intelligent Capitalworks is an investment advisor based in Scottsdale, Arizona. The firm provides financial planning and portfolio management for individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They manage approximately $297.6 million in assets.
Intelligent Capitalworks

16427 NORTH SCOTTSDALE ROAD

SCOTTSDALE, AZ 85254-1595

$297.60M

Assets Under Management

Not reported

Total Clients

4

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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Vincent Rossi’s Registration & Firm History

AZ

08/18/2005 - Present

Intelligent Capitalworks (SCOTTSDALE AZ)

NY

07/18/2002 - 08/09/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

MN

01/16/1997 - 07/15/2002

U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)

NY

07/25/1994 - 01/24/1997

SMITH BARNEY INC. (NEW YORK NY)

NY

12/11/1992 - 06/29/1994

KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)

NA

11/25/1983 - 08/31/1987

SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED

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Licenses & Designations

IA

Issued 12/21/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/10/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/03/1992

Series 7 - General Securities Representative Examination

BC

Issued 07/26/1983

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Vincent Harl Rossi. Review regulatory record here.
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