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Stacey Ann Rosa

EAST HILL MANAGEMENT COMPANY, LLC·PETERBOROUGH, New Hampshire
Series 6, Series 28Clean recordEAST HILL MANAGEMENT COMPANY, LLC
70 MAIN STREET, PETERBOROUGH, NH 03458CRD# 2761733Firm CRD# 160663

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stacey Ann Rosa · PETERBOROUGH, NH
Registration
CRD #2761733 · EAST HILL MANAGEMENT COMPANY, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 6
Series 28
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
EAST HILL MANAGEMENT COMPANY, LLC
CRD 160663 · SEC 801-74216
AUM
$106M
Regulatory assets under management
Employees
3
4 client accounts
Services offered by EAST HILL MANAGEMENT COMPANY, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at EAST HILL MANAGEMENT COMPANY, LLC →
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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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