About Anthony Rosetti

Anthony Rosetti is a Director, Wealth Advisor at Round Table Wealth Management. Read Anthony's Biography >

Value of Working With a Registered Investment Advisor

Presenters will include partner, Bruce Hyde, CPA, MS, wealth advisor, Fred Behrens, CFP® and wealth advisor, Anthony Rosetti, CFA®.  Round Table Wealth Management is a New York based independent registered investment advisory firm founded twenty years ago and now manage in excess of $1.3 billion of assets.

By |2021-08-30T21:23:24+00:00August 30th, 2021|In the News, Webinars|Comments Off on Value of Working With a Registered Investment Advisor

Broker Vs. Investment Advisor: What Are the Differences? Why Is It Important to You?

Both brokers and investment advisors are licensed professionals who assist investors with their financial goals and objectives. Brokers are regulated by the Financial Industry Regulatory Authority (FINRA) while investment advisors are regulated by either the Securities and Exchange Commission (SEC) [...]

By |2021-09-14T15:52:39+00:00August 27th, 2018|Whitepapers|Comments Off on Broker Vs. Investment Advisor: What Are the Differences? Why Is It Important to You?