Unclaimed Profile

William James Rossi

KOSS-OLINGER CONSULTING, LLC.·GAINESVILLE, Florida

SIE, Series 7, Series 63CFP ChFCClean record28 years registeredKOSS-OLINGER CONSULTING, LLC.

2700-A NW 43RD STREET, GAINESVILLE, FL 32606CRD# 2909610Firm CRD# 111855

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William James Rossi · GAINESVILLE, FL

Registration

CRD #2909610 · KOSS-OLINGER CONSULTING, LLC. · 28 years registered

Brand Profile

Not yet started

Career History

KOSS-OLINGER CONSULTING, LLC.

Jul 1998 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · July 20, 1998

Years registered · 28

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KOSS-OLINGER CONSULTING, LLC.

CRD 111855 · SEC 801-58175

AUM

$1.9B

Regulatory assets under management

Employees

3,016 client accounts

Services offered by KOSS-OLINGER CONSULTING, LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KOSS-OLINGER CONSULTING, LLC. →

Introduction

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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 holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

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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