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Stacey Ann Rosa

EAST HILL MANAGEMENT COMPANY, LLC·PETERBOROUGH, New Hampshire
Unclaimed Profile
70 MAIN STREET, PETERBOROUGH, NH 03458CRD# 2761733Firm CRD# 160663
01

About

Stacey Ann Rosa is a registered financial advisor based in PETERBOROUGH, New Hampshire, affiliated with EAST HILL MANAGEMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
EAST HILL MANAGEMENT COMPANY, LLC
EAST HILL MANAGEMENT COMPANY, LLC
AUM
$106M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at EAST HILL MANAGEMENT COMPANY, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2761733
Firm CRD# 160663
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stacey Ann Rosa offer?
Stacey Ann Rosa specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PETERBOROUGH, New Hampshire for a consultation.
What are Stacey Ann Rosa's credentials?
Stacey Ann Rosa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stacey Ann Rosa located?
Stacey Ann Rosa is based in PETERBOROUGH, New Hampshire, working with EAST HILL MANAGEMENT COMPANY, LLC. Their office serves clients in the PETERBOROUGH metropolitan area and surrounding communities.
How does Stacey Ann Rosa charge for services?
Stacey Ann Rosa's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EAST HILL MANAGEMENT COMPANY, LLC?
EAST HILL MANAGEMENT COMPANY, LLC has approximately 3 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PETERBOROUGH
Eline Marie Ruediger — AMES PLANNING ASSOCIATES INCCarl Amos Johnson — GROVE STREET FIDUCIARY, LLCLandon Thomas Clay — EAST HILL MANAGEMENT COMPANY, LLCBrian James — EAST HILL MANAGEMENT COMPANY, LLCThomas Moragne Clay — EAST HILL MANAGEMENT COMPANY, LLC
Nearby cities in New Hampshire
PORTSMOUTH (114)BEDFORD (41)CONCORD (40)MANCHESTER (39)HANOVER (37)
City Guides
PORTSMOUTH GuideBEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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