Anthony J. Rossi

INTEGRATED WEALTH ADVISORS

Bellevue, WA 98004

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CRD#: 6212463

Professional summary

Anthony Joseph Rossi is a registered financial advisor currently at INTEGRATED WEALTH ADVISORS, LLC located in Bellevue, Washington.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Anthony has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Joseph Rossi's CRS (Customer Relationship Summary).

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®

None

Experience

Current

December 10, 2025 - Present

INTEGRATED WEALTH ADVISORS, LLC

Office #1: 500 108th Ave Ne #1100, Bellevue, WA 98004

RIA

CRD#: 314575

Bellevue, WA

Past

November 4, 2021 - November 11, 2021

INTEGRATED WEALTH ADVISORS, LLC

RIA

CRD#: 314575

BELLEVUE, WA

Past

January 29, 2021 - December 31, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Bellevue, WA

Past

January 29, 2021 - December 31, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Bellevue, WA

Past

March 13, 2015 - February 1, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Seattle, WA

Past

January 15, 2015 - February 1, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Seattle, WA

Past

September 23, 2013 - November 5, 2013

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

BELLEVUE, WA

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".

INTEGRATED WEALTH ADVISORS, LLC

INTEGRATED WEALTH ADVISORS | INTEGRATED WEALTH ADVISORS, LLC

CRD#: 314575 / SEC#: 801-135128

RIA

Registered Investment Advisory firm - (1/8/2026 Approved)

Washington

Registered Investment Advisory firm - (2/9/2026 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Washington
(12/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/13/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/20/2013

General Securities Representative Examination

Current Firm

INTEGRATED WEALTH ADVISORS, LLC

INTEGRATED WEALTH ADVISORS | INTEGRATED WEALTH ADVISORS, LLC

CRD#: 314575 / SEC#: 801-135128

RIA

Registered Investment Advisory firm - (1/8/2026 Approved)

Washington

Registered Investment Advisory firm - (2/9/2026 Terminated)

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Contact information

Main Address

500 108th Ave Ne #1100, Bellevue, WA 98004

Mailing Address

Phone number

(425) 818-0717

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTEGRATED WEALTH ADVISORS PART 2A (12/9/2025)

Regulatory assets under management

Total Number of Accounts	84
AUM (Assets Under Management)	$ 121,664,942

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Anthony J. Rossi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Joseph Rossi's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRATED WEALTH ADVISORS, LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

VOYA FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

INTEGRATED WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/13/2015

SIE

Date: 10/1/2018

Series 7

Date: 9/20/2013

Current Firm

INTEGRATED WEALTH ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTEGRATED WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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