Andrew Baldassarre
Rossmore Private Capital · Glastonbury, Connecticut
Andrew Baldassarre is a fee-only financial advisor at Rossmore Private Capital in Glastonbury, Connecticut, who holds the CFA credential. Rossmore Private Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Rossmore Private Capital |
|---|---|
| Based in | Glastonbury, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.92B across 909 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CT · CRD 1047256 |
| Exams passed | Series 63 (2008) · Series 65 (2009) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | rossmore.com |
| Profile |
How Andrew's firm compares
- Rossmore Private Capital's average account is about $2.1 million, from its Form ADV (assets managed divided by 909 accounts).
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Questions about Andrew
Is Andrew Baldassarre a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Rossmore Private Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Rossmore Private Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Andrew Baldassarre based?
Andrew Baldassarre is based in Glastonbury, Connecticut.
What credentials does Andrew Baldassarre hold?
Andrew Baldassarre holds the CFA credential.
Is Andrew Baldassarre registered with the SEC?
Yes. Andrew Baldassarre is registered as an investment adviser representative in CT (CRD 1047256), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rossmore Private Capital manage?
Rossmore Private Capital reports $1.92B across 909 accounts in assets under management.
How do I contact Andrew Baldassarre?
Through Andrew's website, rossmore.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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