Profiel
Mr. Jeffrey Rosselli is a Portfolio Manager & Wealth Advisor at Belpointe Asset Management LLC.
He joined Belpointe in March of 2011.
Prior to the joining Belpointe Mr. Rosselli was the Managing Directory of the Investment Advisory firm, Atlantic Wealth Management, which he founded in January of 2005.
From December 2009 to March 2010 he was a registered representative of Gunnallen Financial, Inc. In addition, he was a registered representative of Aegis Capital Corp from March 2010 to March 2011.
Mr. Rosselli graduated from Rider University in 1999 with B.S.
in Finance.
He has passed one state securities law exams: the series 65.
In addition, he has passed two general Industry/product exams: the series 6 and series 7.
See "Guide to Industry Examinations" below.
He is currently registered as an Investment Advisor Representative of Belpointe Asset Management.
Eerdere bekende functies van Jeffrey L. Rosselli
| Bedrijven | Functie | Einde |
|---|---|---|
Aegis Capital Corp.
 Aegis Capital Corp. Investment Banks/BrokersFinance Founded in 1984, Aegis Capital Corp. is a broker-dealer located in New York City. They provide a full array of trading and execution services for their clients. They do not provide any internal research | Corporate Officer/Principal | 01-02-2011 |
GunnAllen Financial, Inc.
 GunnAllen Financial, Inc. Investment Banks/BrokersFinance GunnAllen Financial, Inc. provided financial investment services. The firm offered securities brokerage, merger and acquisitions, retirement planning and investment advisory services. The company was founded in 1986 and was headquartered in Tampa, FL. | Corporate Officer/Principal | 01-03-2010 |
Belpointe Asset Management LLC
 Belpointe Asset Management LLC Investment ManagersFinance Belpointe Asset Management LLC (Belpointe) is a SEC-registered investment advisor headquartered in Reno, Nevada. The firm was founded by Gregory Skidmore, Brandon Lacoff and Martin Lacoff in 2007 as Belray Asset Management LLC. They are a subsidiary of Belpointe Financial Holdings LLC. Belpointe serves the investment needs of individual investors, retirement plans, pension and profit-sharing plans, corporations, investment companies, other investment advisors, and trusts. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Jeffrey L. Rosselli
| Rider University | Undergraduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
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Belpointe Asset Management LLC
Belpointe Asset Management LLC Investment ManagersFinance Belpointe Asset Management LLC (Belpointe) is a SEC-registered investment advisor headquartered in Reno, Nevada. The firm was founded by Gregory Skidmore, Brandon Lacoff and Martin Lacoff in 2007 as Belray Asset Management LLC. They are a subsidiary of Belpointe Financial Holdings LLC. Belpointe serves the investment needs of individual investors, retirement plans, pension and profit-sharing plans, corporations, investment companies, other investment advisors, and trusts. | Finance |
GunnAllen Financial, Inc.
GunnAllen Financial, Inc. Investment Banks/BrokersFinance GunnAllen Financial, Inc. provided financial investment services. The firm offered securities brokerage, merger and acquisitions, retirement planning and investment advisory services. The company was founded in 1986 and was headquartered in Tampa, FL. | Finance |
Aegis Capital Corp.
Aegis Capital Corp. Investment Banks/BrokersFinance Founded in 1984, Aegis Capital Corp. is a broker-dealer located in New York City. They provide a full array of trading and execution services for their clients. They do not provide any internal research | Finance |
