Maxwell M Rossi
Investment adviser representative at Argentarii, LLC
15 yearsExperience
1 stateRegistered in
$431.9MFirm assets
2 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Argentarii, LLCJul 2024 to now
- Bank of America, N.A.Dec 2023 to Jul 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2022 to Jul 2024
- Sanford C. Bernstein & Co., LLC.Jun 2021 to Mar 2022
- Miami UniversityAug 2020 to Jun 2021
- Sanford C. Bernstein & Co., LLC.Jun 2020 to Jul 2020
- Miami UniversityAug 2019 to Jun 2020
- First SolarJun 2019 to Aug 2019
- Miami UniversityAug 2018 to Jun 2019
- Rudolph Libbe GroupJun 2018 to Aug 2018
- N/aOct 2011 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
Argentarii, LLC
$431.9MAssets managed
125Clients
3Advisers
2 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
- 7452110
- Firm CRD
- 332112