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William James Rossi

KOSS-OLINGER CONSULTING, LLC.·GAINESVILLE, Florida
Unclaimed Profile
2700-A NW 43RD STREET, GAINESVILLE, FL 32606CRD# 2909610Firm CRD# 111855
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About

William James Rossi is a registered financial advisor based in GAINESVILLE, Florida, affiliated with KOSS-OLINGER CONSULTING, LLC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

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

Firm
KOSS-OLINGER CONSULTING, LLC.
KOSS-OLINGER CONSULTING, LLC.
AUM
$1.9B
Regulatory assets under management
Employees
34
Total firm employees
View all advisors at KOSS-OLINGER CONSULTING, LLC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2909610
Firm CRD# 111855
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William James Rossi offer?
William James Rossi specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GAINESVILLE, Florida for a consultation.
What are William James Rossi's credentials?
William James Rossi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William James Rossi located?
William James Rossi is based in GAINESVILLE, Florida, working with KOSS-OLINGER CONSULTING, LLC.. Their office serves clients in the GAINESVILLE metropolitan area and surrounding communities.
How does William James Rossi charge for services?
William James Rossi's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KOSS-OLINGER CONSULTING, LLC.?
KOSS-OLINGER CONSULTING, LLC. has approximately 34 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GAINESVILLE
William David Olinger — KOSS-OLINGER CONSULTING, LLC.Robert Edwin Eberhard — KOSS-OLINGER CONSULTING, LLC.Brian Earl Watson — KOSS-OLINGER CONSULTING, LLC.Lisa Ann Chacon — CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLCWilliam Frederick Koss — KOSS-OLINGER CONSULTING, LLC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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