AUMdb
AR

Anthony Rosa

CRD 5676073

Firms

FirmRoleAs of
R & R Financial Planners, Inc. Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Board & officer roles (3)

OrganizationRoleCompensationAs of
Castle Hill District Management Association Officer/Director 06/30/2024
United Teamster Fund TRUSTEE 04/30/2024
International Brotherhood Of Teamsters Officer/Director 12/31/2024

Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗