# EDWARD J ROSSI

EDWARD J ROSSI is an investment adviser representative (IAR) with state registration records since 2002, appearing at 10 firms. Currently registered with OAK HARVEST INVESTMENT SERVICES, LLC.

## Registration history (10)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [OAK HARVEST INVESTMENT SERVICES, LLC](https://search.stillhousedata.com/firm/173293) | 2020-02-25 | present | Yes |
| [HARRISDIRECT LLC](https://search.stillhousedata.com/firm/42159) | 2019-07-17 | 2020-01-28 | — |
| [FINANCIAL ENGINES ADVISORS L.L.C.](https://search.stillhousedata.com/firm/104510) | 2018-11-01 | 2019-07-16 | — |
| [EDELMAN FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/113299) | 2016-08-08 | 2018-11-01 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2011-01-07 | 2016-08-15 | — |
| [PNC WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/129052) | 2008-01-25 | 2010-12-07 | — |
| [EDELMAN FINANCIAL ADVISORS LLC](https://search.stillhousedata.com/firm/144494) | 2007-11-15 | 2008-01-10 | — |
| [FIRST HORIZON ADVISORS, INC.](https://search.stillhousedata.com/firm/17117) | 2004-03-01 | 2007-10-18 | — |
| [TRUIST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/17499) | 2003-04-21 | 2004-03-04 | — |
| [QUICK & REILLY, INC.](https://search.stillhousedata.com/firm/11217) | 2002-12-02 | 2003-03-12 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2318022)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2318022.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
