Andrew
Paolillo

Ross, Sinclaire & Associates, LLC

CRD#4931091
Investment Advisor
in Boston, MA
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About this Advisor

Andrew Paolillo is a chartered financial analyst based out of Boston, Massachusetts, who has been in the industry for 10 years. Paolillo currently works for Ross, Sinclaire & Associates, LLC. Throughout their career, Paolillo has worked at Rocky Hill Asset Management and Ross, Sinclaire & Associates, LLC. Paolillo has Series 63 and Series 66 licenses, certifying them as a securities representative, and can advise clients in Connecticut and Massachusetts. Ross, Sinclaire & Associates, LLC is a company operating in Boston, Massachusetts. The company has offices in four locations and a total of 15 employees. It handles $743 million in assets under management between its 1,493 customer accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 1,493 client accounts, just 6% belong to high-net-worth investors who have greater than $1 million in assets. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial management fees largely depend on which service is provided. Fees billed by Ross, Sinclaire & Associates, LLC most likely are comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

One State Street Suite 300
Boston, MA 02109

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Ross, Sinclaire & Associates, LLC Brokerage Details

Total Assets Under Management

$710,708,057

MA Average: $2,106,341,625
Total Number of Employees

14

MA Average: 34
Total Number of Accounts

1,486

MA Average: 1,972
Average Account Size

$478,269

MA Average: $1,068,125

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Andrew Paolillo Work History

Andrew has 10 years of experience.

2013 - Present (6 years)

Ross, Sinclaire & Associates, LLC

2008 - 2013 (5 years)

Rocky Hill Asset Management

Disclosures

Andrew Paolillo has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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