Anthony Rosa
Investment adviser representative at R & R Financial Planners, Inc.
48 yearsExperience
2 statesRegistered in
$60.1MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
48 years in the industry.
- R & R Financial Planners, Inc.Jan 2011 to now
- R&r Financialplanners, Inc.Jun 2009 to now
- Tony Rosa LandscapingJan 1978 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
R & R Financial Planners, Inc.
$60.1MAssets managed
232Clients
5Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5676073
- Firm CRD
- 113291