Unclaimed Profile

Cynthia Deanne Rosso

ELEVATE WEALTH ADVISORY, INC.·ATHENS, Georgia

Series 7, Series 66CFPClean record18 years registeredELEVATE WEALTH ADVISORY, INC.

190 HAWTHORNE PARK, ATHENS, GA 30606CRD# 5021755Firm CRD# 149713

Profile Verification

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

Identity

Cynthia Deanne Rosso · ATHENS, GA

Registration

CRD #5021755 · ELEVATE WEALTH ADVISORY, INC. · 18 years registered

Brand Profile

Not yet started

Career History

ELEVATE WEALTH ADVISORY, INC.

Jun 2009 – present

FSC SECURITIES CORPORATION

Jan 2008 – Jan 2014

ATHENS, GA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · January 22, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ELEVATE WEALTH ADVISORY, INC.

CRD 149713 · SEC 801-77776

AUM

$314M

Regulatory assets under management

Employees

1,676 client accounts

Services offered by ELEVATE WEALTH ADVISORY, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ELEVATE WEALTH ADVISORY, INC. →

Introduction

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

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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