Unclaimed Profile

Todd Ashley Roselle

DRAVO BAY LLC·REHOBOTH BEACH, Delaware

SIE, Series 6, Series 7, Series 63, Series 65CFP ChFCClean record20 years registeredDRAVO BAY LLC

37458 OYSTER HOUSE ROAD, REHOBOTH BEACH, DE 19971CRD# 5001611Firm CRD# 298558

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Todd Ashley Roselle · REHOBOTH BEACH, DE

Registration

CRD #5001611 · DRAVO BAY LLC · 20 years registered

Brand Profile

Not yet started

Career History

BLUE ROCK FINANCIAL GROUP

Sep 2018 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Dec 2012 – Oct 2018

WILMINGTON, DE

SECURIAN FINANCIAL SERVICES, INC.

Jun 2006 – Dec 2012

NEWARK, DE

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · June 12, 2006

Years registered · 20

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DRAVO BAY LLC

CRD 298558 · SEC 801-117998

AUM

$274M

Regulatory assets under management

Employees

677 client accounts

Services offered by DRAVO BAY LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DRAVO BAY LLC →

Introduction

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Frequently Asked Questions

What services does Todd Ashley Roselle offer?

Todd Ashley Roselle specializes in Financial Planning, Investment Management. Contact their office in REHOBOTH BEACH, Delaware for a consultation.

What are Todd Ashley Roselle's credentials?

Todd Ashley Roselle holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Todd Ashley Roselle located?

Todd Ashley Roselle is based in REHOBOTH BEACH, Delaware, working with DRAVO BAY LLC. Their office serves clients in the REHOBOTH BEACH metropolitan area and surrounding communities.

How does Todd Ashley Roselle charge for services?

Todd Ashley Roselle's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DRAVO BAY LLC?

DRAVO BAY LLC has approximately 10 employees and manages $274M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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