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Cynthia Deanne Rosso

ELEVATE WEALTH ADVISORY, INC.·ATHENS, Georgia
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190 HAWTHORNE PARK, ATHENS, GA 30606CRD# 5021755Firm CRD# 149713
01

About

Cynthia Deanne Rosso is a registered financial advisor based in ATHENS, Georgia, affiliated with ELEVATE WEALTH ADVISORY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ELEVATE WEALTH ADVISORY, INC.
ELEVATE WEALTH ADVISORY, INC.
AUM
$314M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at ELEVATE WEALTH ADVISORY, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5021755
Firm CRD# 149713
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cynthia Deanne Rosso offer?
Cynthia Deanne Rosso specializes in Financial Planning, Investment Management. Contact their office in ATHENS, Georgia for a consultation.
What are Cynthia Deanne Rosso's credentials?
Cynthia Deanne Rosso is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cynthia Deanne Rosso located?
Cynthia Deanne Rosso is based in ATHENS, Georgia, working with ELEVATE WEALTH ADVISORY, INC.. Their office serves clients in the ATHENS metropolitan area and surrounding communities.
How does Cynthia Deanne Rosso charge for services?
Cynthia Deanne Rosso's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELEVATE WEALTH ADVISORY, INC.?
ELEVATE WEALTH ADVISORY, INC. has approximately 11 employees and manages $314M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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