Cetera signs five-advisor team from Newbridge

Cetera signs five-advisor team from Newbridge
Based in New Jersey, the Rosso Financial Group's members boast more than 80 years of combined industry experience.
FEB 08, 2024

Cetera has deepened its network of advisors with the addition of a five-person veteran team.

The Rosso Financial Group, based in Sea Girt, New Jersey, has joined Cetera Wealth Management Group from Newbridge via Allied Wealth Partners.

Cetera Wealth Management was formed in 2023 when Cetera acquired the retail wealth business of Securian Financial, resulting in the addition of nearly $50 billion in client assets.

It's unclear how large Rosso Financial Group's book is.

"We are pleased to welcome Anthony and Rosso Financial Group to our community of talented advisors," Kjirsten Zellmer, president at Cetera Wealth Management Group, said in a statement.

Led by principal and CEO Anthony Rosso, who founded the firm in 2015, the Rosso team comprises five financial professionals with over 80 years of combined industry experience.

Apart from Rosso, who started his career in 2000 at Morgan Stanley Dean Witter, according to his BrokerCheck profile, the group includes Brad Daniels, with 18 years of experience; in-house financial planner Sean Keating, with 21 years, and senior advisors Leslie Curran and Andy Yost, with eight and 23 years of experience, respectively.

Daniel has spent 30 years managing money for a number of Fortune 5000 firms and major non-profits. Meanwhile, Keating holds several specialized certifications, including the designation of enrolled agent with the IRS.

"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 in a statement. "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," he said.

"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," Zellmer said.

Investors need to know the differences between actively managed ETFs

Latest News

Retirement withdrawal strategies shift as US assets hit $51.2T
Retirement withdrawal strategies shift as US assets hit $51.2T

Advisors say record balances aren't a retirement income plan and urge clients to benchmark their lives, not an index

RIA revenue tool targets fee leakage as PE growth pressure mounts
RIA revenue tool targets fee leakage as PE growth pressure mounts

Wealth enterprises are leaving revenue on the table - a new PureFacts and Ascentix partnership aims to help firms take it back.

The Stacking Strategy: How Intelligent Allocation Can Create Better Tax Outcomes
The Stacking Strategy: How Intelligent Allocation Can Create Better Tax Outcomes

What if one investment decision could create tax-saving opportunities across your entire portfolio? Chris Vizzi shares how the Stacking Strategy helps investors align tax planning, portfolio construction, and wealth preservation to maximize long-term outcomes while keeping more of what they earn.

AI could drag down RIA valuations, warns Alaris CEO Allen Darby
AI could drag down RIA valuations, warns Alaris CEO Allen Darby

Buyers spending on AI may treat less efficient sellers as overstaffed and price the cost of rightsizing into lower offers

Former Western Asset Management star bond manager fined $3 million
Former Western Asset Management star bond manager fined $3 million

Kenneth Leech pleaded guilty in June to one obstruction charge, and could face six to 12 months ⁠in ​prison.

SPONSORED Built on insurance experience to deliver on long-term promises

Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.

SPONSORED In the Age of AI, Trust Becomes the Advisor's Greatest Asset

As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor