Edward
Rossman
Fisher Investments
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About this Advisor
Edward Rossman is a financial advisor operating out of Plano, Texas with a total of 1 year of industry experience. Rossman currently works for Fisher Investments. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Albertsons, University Of Northern Colorado, Gamestop, Buckle, Prudential Financial, New Mexico Hospitality Association, Monfort College Of Business, Bank Of America, N.A, Robinhood Financial, LLC and Fisher Investments. Rossman holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas and Washington. Fisher Investments is a business that has its headquarters in Plano, TX. The company has offices in 14 locations and a total of 3,349 advisors. It has $192 billion in total assets among its 269,289 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 37 charitable organizations. Of its 269,289 customer accounts, 46% belong to high-net-worth investors who have more than $1 million in assets. The firm offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Financial advisory fees largely vary depending on the financial services. Fee types charged by Fisher Investments most likely include any combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fisher Investments Brokerage Details
$192,398,103,714
3,349
269,289
$714,467
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Edward Rossman Work History
Edward has been registered as a financial advisor for 1 years.*
Fisher Investments
Robinhood Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Buckle
Bank Of America, N.A
Gamestop
New Mexico Hospitality Association
Prudential Financial
University Of Northern Colorado
Monfort College Of Business
Albertsons
*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 Edward Rossman 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 Fisher Investments
Plano, TX
Plano, TX
Tampa, FL
Marietta, GA
Camas, WA
Plano, TX
Plano, TX
Plano, TX
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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