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).
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Total Assets Under Management107MILLION
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Total Number of Accounts541ACCOUNTS
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Average Account Value$198,419
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, DC, FL, GA, ID, IL, LA, MD, MI, NC, NY, PA, SC, TX, VA, WI, WV
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.
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.
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.
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.
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.
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.
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.
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.