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Rose Marie Lorusso

STRUCTURED FINANCE ADVISORS INC·AVON, Connecticut
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30 AVON MEADOW LANE, AVON, CT 06001CRD# 3163776Firm CRD# 111460
01

About

Rose Marie Lorusso is a registered financial advisor based in AVON, Connecticut, affiliated with STRUCTURED FINANCE ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Financial Education
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
STRUCTURED FINANCE ADVISORS INC
STRUCTURED FINANCE ADVISORS, INC.
AUM
$27M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at STRUCTURED FINANCE ADVISORS INC →
Services
Selection of other advisers
Educational seminars/workshops
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: PORTFOLIO SURVEILLANCE REPORTING FEES
Regulatory
SEC/IARD CRD# 3163776
Firm CRD# 111460
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rose Marie Lorusso offer?
Rose Marie Lorusso specializes in Wealth Management, Financial Education. Contact their office in AVON, Connecticut for a consultation.
What are Rose Marie Lorusso's credentials?
Rose Marie Lorusso is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rose Marie Lorusso located?
Rose Marie Lorusso is based in AVON, Connecticut, working with STRUCTURED FINANCE ADVISORS INC. Their office serves clients in the AVON metropolitan area and surrounding communities.
How does Rose Marie Lorusso charge for services?
Rose Marie Lorusso's firm is compensated through percentage of aum, performance-based fees, other: portfolio surveillance reporting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRUCTURED FINANCE ADVISORS INC?
STRUCTURED FINANCE ADVISORS INC has approximately 4 employees and manages $27M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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