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Robert Roselli
from Peak Financial Management Inc
Robert Roselli is a financial advisor based in Massachusetts, Wellesley,
with 31 years of experience. Robert currently works for
Peak Financial Management Inc.
Robert maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Robert Roselli works at Peak Financial Management Inc
Peak Financial Management Inc is a financial advisory firm based in Wellesley, Massachusetts. It currently has approximately $367,114,205 of assets under management and employs about 9 people. Peak Financial Management Inc uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
93 Worcester Street, Suite 101, Wellesley, Massachusetts, 2481
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