Paul A. Rossi
Professional summary
Paul Alan Rossi, CFP®, who also goes by Paul Rossi, is a registered financial advisor currently at ROSSI FINANCIAL ASSOCIATES, INC. located in Monroeville, Pennsylvania.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Paul has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul Alan Rossi's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1995
Experience
February 7, 1996 - Present
ROSSI FINANCIAL ASSOCIATES, INC.
Office #1: 50 Seco Road, Monroeville, PA 15146State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/7/1996)
Current Firm
ROSSI FINANCIAL ASSOCIATES, INC.
CRD#: 118418 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 28 |
| AUM (Assets Under Management) | $ 46,514,227 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/23/2025 | ||
| 08/26/2024 | ||
| 09/27/2023 |
Red Flags
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