Wealth hub Cetera Financial Group has announced that Anthony Rosso and the Rosso Financial Group team have joined.

Rosso Financial Group has joined Cetera Wealth Management Group via Allied Wealth Partners (AWP).

Rosso Financial Group, previously with Newbridge Securities, is based out of Sea Girt, New Jersey, and is committed to providing prudent investment advice, financial planning, insurance solutions and customised portfolio strategies to customers.

“Cetera and AWP offer a unique combination of tools, resources and support that enable a growth trajectory and level of client service that would not have been possible for our business previously,” Rosso said. “Cetera’s robust wealth management platform will enhance our advisory business, and the technology and additional resources will empower greater efficiencies and better client service. In addition, we appreciate that affiliating with Cetera through AWP provides the opportunity to work closely with the collaborative AWP team on a local level, complemented by the powerful resources and support of Cetera. We look forward to many great opportunities for our clients, our team members and our business for years to come.”

“We are pleased to welcome Anthony and Rosso Financial Group to our community of talented advisors,” said Kjirsten Zellmer, president of Cetera Wealth Management Group. “Rosso Financial Group is made up of a dynamic group of dedicated financial professionals committed to serving clients first and foremost, and I feel confident they will continue to thrive at AWP.”

It also finalised a strategic minority investment in Wilde Wealth Management, an independent wealth management firm and one of the Cetera Advisors community’s firms.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

In addition to managing more than $2.8bn in assets under administration (AUA) for customers, Scottsdale, Arizona-based Wilde Wealth also acts as an OSJ for over 42 advisers at nine locations throughout the Southwest.

The innovative team, led by co-founder, CEO, and managing principal Trevor Wilde, AIF, provides clients with a comprehensive, full-service experience that includes investment management, tax preparation, and legacy planning. Since 2007, advisers at Wilde Wealth have been associated with Cetera Advisors.