Joseph Rosano
R.A.I. Financial Services · Lynnfield, Massachusetts
Joseph Rosano is a fee-only financial advisor at R.A.I. Financial Services in Lynnfield, Massachusetts. R.A.I. Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | R.A.I. Financial Services |
|---|---|
| Based in | Lynnfield, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $9.4M across 99 accounts |
| SEC registration | Investment adviser representative in MA · CRD 4717454 |
| Exams passed | Series 65 (2000) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.raifinancial.com |
| Profile |
How Joseph's firm compares
- R.A.I. Financial Services's average account is about $95,000, from its Form ADV (assets managed divided by 99 accounts).
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Questions about Joseph
Is Joseph Rosano a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and R.A.I. Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, R.A.I. Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Rosano based?
Joseph Rosano is based in Lynnfield, Massachusetts.
Is Joseph Rosano registered with the SEC?
Yes. Joseph Rosano is registered as an investment adviser representative in MA (CRD 4717454), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does R.A.I. Financial Services manage?
R.A.I. Financial Services reports $9.4M across 99 accounts in assets under management.
How do I contact Joseph Rosano?
Through Joseph's website, www.raifinancial.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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