Anthony Joseph Rossi
Investment adviser representative at Integrated Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
$122.4MFirm assets
Under 1 yearFirm in business
Are you Anthony Joseph Rossi? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Tax Alpha Group LLCFeb 2026 to now
- Optimal Tax Asset Management, Inc.Jan 2026 to now
- Integrated Wealth Advisors, LLCJan 2021 to now
- Commonwealth Financial NetworkJan 2021 to Dec 2025
- Ameriprise Financial Services, Inc.Jan 2015 to Jan 2021
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (WA).
Integrated Wealth Advisors, LLC
$122.4MAssets managed
86Clients
2Advisers
Under 1 yearIn 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
- 6212463
- Firm CRD
- 314575