Alejandro
Gomez

Rossmore Private Capital, LLC

CRD#6789447
Investment Advisor
in Glastonbury, CT

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About this Advisor

Alejandro Gomez is a financial advisor who works in Glastonbury, Connecticut. Gomez works at Rossmore Private Capital, LLC. They have worked at Rossmore Private Capital, Llc for all of their career. Gomez is approved to work in Texas. Rossmore Private Capital, LLC is an advisory firm headquartered in Glastonbury, CT. It has $1 billion in total assets between its 742 accounts, placing it among the bigger firms in the nation by assets under management. The firm serves four charitable organizations. Of its 742 accounts, 70% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The company performs a few services, including financial planning services, portfolio management for individuals and small businesses and other services. Financial advisory fee schedules usually depend on the financial services. However, fee types billed by Rossmore Private Capital, LLC can include asset-based, fixed and other fees.

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

628 Hebron Avenue Suite 306
Glastonbury, CT 06033

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Rossmore Private Capital, LLC Brokerage Details

Total Assets Under Management

$1,028,976,521

CT Average: $5,297,377,271
Total Number of Employees

9

CT Average: 35
Total Number of Accounts

742

CT Average: 690
Average Account Size

$1,386,761

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Alejandro Gomez Work History

Alejandro has been registered as a financial advisor for 0 years.*

2006 - 2017 (11 years)

Bank Of America

*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 Alejandro Gomez 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 Rossmore Private Capital, LLC

Matthew Maclean
Glastonbury, CT
Andrew Baldassarre
Glastonbury, CT
Brian Sheehan
Glastonbury, CT
Alejandro Gomez
Glastonbury, CT

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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