Investment adviser representative · Cerity Partners LLC
Anthony Rosetti
CRD 5441368 · Boca Raton, FL
At a glance
Anthony Rosetti is an investment adviser representative with Cerity Partners LLC in Boca Raton, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Anthony’s SEC record dates to 2009, about 17 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firms
- Cerity Partners LLCSince January 2023Boca Raton, FL · $162B in regulatory assets
- Cerity Partners Retirement Plan ConsultantsSince January 2023Boca Raton, FL · $40B in regulatory assets
SEC adviser record
- Registered since
- 2009 (17 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Anthony’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 7 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.