Anthony
Rossi
Signature Resources Capital Management, LLC
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About this Advisor
Anthony Rossi is a financial advisor operating in Newport Beach, California who has 4 years of industry experience. Rossi works at Signature Resources Capital Management, LLC. The advisor has gained experience at Capital Synergy Partners, Davinci Financial & Insurance Associates, Innovatum Capital Partners LLC, Park Avenue Securities, LLC, Guardian Life Insurance, Paladin Financial & Insurance Solutions, Ae Wealth Management, LLC, Pacific Advisors, LLC, Signature Resources Capital Management LLC and Signature Resources Insurance And Financial Services. Rossi has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in California and Texas. Signature Resources Capital Management, LLC is a registered investment firm that has its headquarters in Newport Beach, CA. The company has a total of 15 people on staff. It handles $208 million in total assets across its 1,358 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,358 client accounts, just 6% are held by high-net-worth clients who have at least $1 million in assets available to invest. Signature Resources Capital Management, LLC has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on the type of services. Fees charged by Signature Resources Capital Management, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Signature Resources Capital Management, LLC Brokerage Details
$207,518,843
15
1,358
$152,812
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Anthony Rossi Work History
Anthony has been registered as a financial advisor for 4 years.*
Signature Resources Capital Management LLC
Signature Resources Insurance And Financial Services
Paladin Financial & Insurance Solutions
Ae Wealth Management, LLC
Park Avenue Securities, LLC
Park Avenue Securities, LLC
Guardian Life Insurance
Pacific Advisors, LLC
Capital Synergy Partners
Capital Synergy Partners
Innovatum Capital Partners LLC
Davinci Financial & Insurance Associates
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anthony Rossi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Signature Resources Capital Management, LLC
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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