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William J. Rossi
KOSS-OLINGER CONSULTING.
GAINESVILLE, FL 32606
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CRD#: 2909610
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Professional summary
William James Rossi III, CFP®, ChFC®, who also goes by William James Rossi, Wj Rossi, is a registered financial advisor currently at KOSS-OLINGER CONSULTING, LLC. located in Gainesville, Florida.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. William has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Divorce Planning
Business Succession Planning
Comprehensive Financial Planni...
Estate Planning
Are you a "fiduciary"?
Yes
Aliases
William James Rossi | Wj Rossi
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) PARK PLACE PARTNERSHIP; PARTNER/OWN REAL ESTATE SINCE 2013; MANAGE OFFICE BUILDING; INVESTMENT RELATED; ONE HOUR PER MONTH DURING BUSINESS/TRADING HOURS./// 2) TYLERS HOPE; CURRENT BOARD MEMBER; NOT INVESTMENT RELATED; START 2010; NO COMPENSATION RECEIVED; ONE TO FIVE HOURS PER MONTH MOSTLY OUTSIDE OF BUSINESS/TRADING HOURS./// 3) Blue Sapphire Management, LLC; Gainesville, FL; Member; REIT; serve as Member offering cash flow projections and analysis; perform banking activities such as making deposits and withdrawals; investment related; start 2019; 1-5 hrs/ month outside business/trading hours; no income in connection with marketing or placing private subscription transactions./// 4) Community Foundation of North Central Florida; Gainesville, FL; Director at Large; Non Profit grant making; not investment related; start 2009; 1-5 hours/month, mostly outside of business/trading hours; no compensation./// 5) Bossi LLC; Gainesville, FL; Member; real estate investment; serve as Member offering cash flow projections and analysis; perform banking activities such as making deposits and withdrawals; investment related; start 2005; 1-2 hrs/ month outside business/trading hours; no income in connection with marketing or placing private subscription transactions.///
CRS (Client Relationship Summary) - RIA
Click below to view William James Rossi III's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1999
Experience
Current
July 20, 1998 - Present
KOSS-OLINGER CONSULTING, LLC.
Office #1: 2700-a Nw 43rd St, Gainesville, FL 32606RIA
CRD#: 111855
GAINESVILLE, FL
Past
August 17, 2000 - February 28, 2025
VALMARK SECURITIES, INC.
BD
CRD#: 31243
GAINESVILLE, FL
Past
July 9, 1997 - August 16, 2000
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ST. PETERSBURG, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KC
KOSS-OLINGER CONSULTING, LLC.
KOSS OLINGER CONSULTING, LLC | KOSS-OLINGER CONSULTING, LLC. | KOSS-OLINGER CONSULTING, INC.
CRD#: 111855 / SEC#: 801-58175
RIA
Registered Investment Advisory firm - (11/24/2000 Approved)North Carolina
Registered Investment Advisory firm - (3/18/2016 Terminated)Ohio
Registered Investment Advisory firm - (3/14/2016 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(7/20/1998)
IAR
South Carolina(2/23/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
KC
KOSS-OLINGER CONSULTING, LLC.
KOSS OLINGER CONSULTING, LLC | KOSS-OLINGER CONSULTING, LLC. | KOSS-OLINGER CONSULTING, INC.
CRD#: 111855 / SEC#: 801-58175
RIA
Registered Investment Advisory firm - (11/24/2000 Approved)North Carolina
Registered Investment Advisory firm - (3/18/2016 Terminated)Ohio
Registered Investment Advisory firm - (3/14/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2700-a Nw 43rd Street, Gainesville, FL 32606
Mailing Address
Phone number
(352) 373-3337
Established
Firm type
Fiscal year end
# of Employees
34
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,083 |
| AUM (Assets Under Management) | $ 2,083,486,916 |
Red Flags
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Company Information
KOSS-OLINGER CONSULTING, LLC.
CRD#: 111855Gainesville, FL 32606TRUST BUT VERIFY
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Contact information
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