AdvisorOS Directory
Claim Profile
AE

Andrew John Evans

ROSSBY FINANCIAL, LLC·MELBOURNE, Florida
Unclaimed Profile
2413 IRWIN STREET, MELBOURNE, FL 32901CRD# 4779446Firm CRD# 324631
01

About

Andrew John Evans is a registered financial advisor based in MELBOURNE, Florida, affiliated with ROSSBY FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
ROSSBY FINANCIAL, LLC
ROSSBY FINANCIAL, LLC
AUM
$107M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at ROSSBY FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4779446
Firm CRD# 324631
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MELBOURNE?

Browse all registered financial advisors in MELBOURNE, Florida or claim this profile if it's yours.

Browse MELBOURNE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Andrew John Evans offer?
Andrew John Evans specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MELBOURNE, Florida for a consultation.
What are Andrew John Evans's credentials?
Andrew John Evans is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew John Evans located?
Andrew John Evans is based in MELBOURNE, Florida, working with ROSSBY FINANCIAL, LLC. Their office serves clients in the MELBOURNE metropolitan area and surrounding communities.
How does Andrew John Evans charge for services?
Andrew John Evans'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 ROSSBY FINANCIAL, LLC?
ROSSBY FINANCIAL, LLC has approximately 8 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MELBOURNE
Thomas L Kirk — CPA WEALTH MANAGEMENT SERVICES PADaniel Patrick Deighan — DEIGHAN FINANCIAL ADVISORS, INC.Karen Lee Miller — CPA WEALTH MANAGEMENT SERVICES PAThomas Nmn Prudente — MONEY MANAGEMENT CONCEPTS, INC.Thomas P Flavin — FLAVIN FINANCIAL SERVICES, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile