Claim Profile
AG

Alejandro Alfonso Gomez

ROSSMORE PRIVATE CAPITAL, LLC·GLASTONBURY, Connecticut
Unclaimed Profile
628 HEBRON AVENUE, GLASTONBURY, CT 06033CRD# 6789447Firm CRD# 288453
01

About

Alejandro Alfonso Gomez is a registered financial advisor based in GLASTONBURY, Connecticut, affiliated with ROSSMORE PRIVATE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ROSSMORE PRIVATE CAPITAL, LLC
ROSSMORE PRIVATE CAPITAL, LLC
AUM
$1.1B
Regulatory assets under management
Employees
9
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: FEES FOR TRUSTEE SERVICES (A PERCENTAGE OF ASSETS UNDER TRUST)
Regulatory
SEC/IARD CRD# 6789447
Firm CRD# 288453
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GLASTONBURY?

Browse all registered financial advisors in GLASTONBURY, Connecticut or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Alejandro Alfonso Gomez offer?
Alejandro Alfonso Gomez specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GLASTONBURY, Connecticut for a consultation.
What are Alejandro Alfonso Gomez's credentials?
Alejandro Alfonso Gomez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alejandro Alfonso Gomez located?
Alejandro Alfonso Gomez is based in GLASTONBURY, Connecticut, working with ROSSMORE PRIVATE CAPITAL, LLC. Their office serves clients in the GLASTONBURY metropolitan area and surrounding communities.
How does Alejandro Alfonso Gomez charge for services?
Alejandro Alfonso Gomez's firm is compensated through percentage of aum, subscription fees, other: fees for trustee services (a percentage of assets under trust). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROSSMORE PRIVATE CAPITAL, LLC?
ROSSMORE PRIVATE CAPITAL, LLC has approximately 9 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty