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Andrew Guy Baldassarre

ROSSMORE PRIVATE CAPITAL, LLC·GLASTONBURY, Connecticut
Unclaimed Profile
628 HEBRON AVENUE, GLASTONBURY, CT 06033CRD# 1047256Firm CRD# 288453
01

About

Andrew Guy Baldassarre 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
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Background

Compensation
Percentage of AUM
Subscription fees
Other: FEES FOR TRUSTEE SERVICES (A PERCENTAGE OF ASSETS UNDER TRUST)
Regulatory
SEC/IARD CRD# 1047256
Firm CRD# 288453
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Andrew Guy Baldassarre offer?
Andrew Guy Baldassarre specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GLASTONBURY, Connecticut for a consultation.
What are Andrew Guy Baldassarre's credentials?
Andrew Guy Baldassarre is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Guy Baldassarre located?
Andrew Guy Baldassarre 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 Andrew Guy Baldassarre charge for services?
Andrew Guy Baldassarre'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.
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