Rossby Financial, LLC

Rossby Financial, LLC (CRD# 324631) is a financial advisory firm headquartered in Melbourne, FL. They manage $107,344,613 in 541 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
2413 Irwin Street, Melbourne, FL 32901
By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    541
    ACCOUNTS
  • Average Account Value
    $198,419
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, DC, FL, GA, ID, IL, LA, MD, MI, NC, NY, PA, SC, TX, VA, WI, WV

Financial Advisors at Rossby Financial, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Tanner Branam, financial advisor Melbourne FL
Tanner L. Branam
CRD#: 5104314
2413 Irwin Street, Melbourne, FL 32901

Tanner Branam (CRD# 5104314) is an Investment Advisor Representative working at Rossby Financial, LLC in Melbourne, FL and has over 18 years of experience in the finance industry.

2
Christopher Marsico, financial advisor Melbourne FL
Christopher J. Marsico
CRD#: 2933237
2413 Irwin Street, Melbourne, FL 32901

Christopher Marsico (CRD# 2933237) is an Investment Advisor Representative working at Rossby Financial, LLC in Melbourne, FL and has over 17 years of experience in the finance industry.

3
Melissa Reaktenwalt, financial advisor Marlboro MD
Melissa B. Reaktenwalt
CRD#: 5273962
9701 Apollo Dr Ste 443, Marlboro, MD 20774

Melissa Reaktenwalt (CRD# 5273962) is an Investment Advisor Representative working at Rossby Financial, LLC in Marlboro, MD and has over 15 years of experience in the finance industry.

4
Jason Renner, financial advisor Augusta GA
Jason L. Renner
CRD#: 5644014
3540 Wheeler Road, Suite 304, Augusta, GA 30813

Jason Renner (CRD# 5644014) is an Investment Advisor Representative working at Rossby Financial, LLC in Augusta, GA and has over 12 years of experience in the finance industry.

5
Kelly Renner, financial advisor Augusta GA
Kelly T. Renner
CRD#: 4496278
3540 Wheeler Road, Suite 304, Augusta, GA 30909

Kelly Renner (CRD# 4496278) is an Investment Advisor Representative working at Rossby Financial, LLC in Augusta, GA and has over 21 years of experience in the finance industry.

6
Jennifer Szeklinski, financial advisor New Berlin WI
Jennifer L. Szeklinski
CRD#: 4655145
15730 W. National Avenue, New Berlin, WI 53151

Jennifer Szeklinski (CRD# 4655145) is an Investment Advisor Representative working at Rossby Financial, LLC in New Berlin, WI and has over 12 years of experience in the finance industry.

7
Briana D'esposito, financial advisor Melbourne FL
Briana O. D'esposito
CRD#: 7231539
2413 Irwin Street, Melbourne, FL 32901

Briana D'esposito (CRD# 7231539) is an Investment Advisor Representative working at Rossby Financial, LLC in Melbourne, FL and has over 2 years of experience in the finance industry.

8
Elizabeth Miller, financial advisor Melbourne FL
Elizabeth S. Miller
CRD#: 7077243
2413 Irwin Street, Melbourne, FL 32901

Elizabeth Miller (CRD# 7077243) is an Investment Advisor Representative working at Rossby Financial, LLC in Melbourne, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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