Nicholas
Rossetti
Wintrust Investments LLC
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About this Advisor
Nicholas Rossetti is a financial advisor operating in Chicago, Illinois. Rossetti is currently employed by Wintrust Investments LLC. During their career, Rossetti has held roles at Student/Minor/Unemployed, Liberty Auto City, Student, Libertyville Lincoln, University Of St. Thomas, Two Men And A Truck, Granite Logistics, Northern Trust Corporation, Great Lakes Advisors, LLC and Wintrust Investments, LLC. Rossetti has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Illinois. Wintrust Investments LLC is a financial advisory firm based in Chicago, IL. It has offices in 76 locations and a total of 171 people on staff. It oversees $14 billion in assets among its 10,787 accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 75 charitable organizations. Of its 10,787 customer accounts, 31% are associated with high-net-worth clients who have more than $1 million in investable assets. Wintrust Investments LLC performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees typically are based on which service is provided. Fees charged by Wintrust Investments LLC most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wintrust Investments LLC Brokerage Details
$13,552,913,247
171
10,787
$1,256,412
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
Nicholas Rossetti Work History
Nicholas has been registered as a financial advisor for 0 years.*
Great Lakes Advisors, LLC
Wintrust Investments, LLC
Northern Trust Corporation
Granite Logistics
Two Men And A Truck
Libertyville Lincoln
Student
Libertyville Lincoln
University Of St. Thomas
Liberty Auto City
Student
Student/Minor/Unemployed
*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 Nicholas Rossetti 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 Wintrust Investments
Lansing, IL
Winnetka, IL
Elm Grove, WI
Chicago, IL
Chicago, IL
Chicago, IL
Milwaukee, WI
Chicago, IL
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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