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Kelly T Renner

ROSSBY FINANCIAL, LLC·MELBOURNE, Florida
Unclaimed Profile
2413 IRWIN STREET, MELBOURNE, FL 32901CRD# 4496278Firm CRD# 324631
01

About

Kelly T Renner 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# 4496278
Firm CRD# 324631
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kelly T Renner offer?
Kelly T Renner specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MELBOURNE, Florida for a consultation.
What are Kelly T Renner's credentials?
Kelly T Renner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly T Renner located?
Kelly T Renner is based in MELBOURNE, Florida, working with ROSSBY FINANCIAL, LLC. Their office serves clients in the MELBOURNE metropolitan area and surrounding communities.
How does Kelly T Renner charge for services?
Kelly T Renner'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.
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Other advisors in MELBOURNE
Thomas P Flavin — FLAVIN FINANCIAL SERVICES, INC.Thomas L Kirk — CPA WEALTH MANAGEMENT SERVICES PADaniel Patrick Deighan — DEIGHAN FINANCIAL ADVISORS, INC.Karen Lee Miller — CPA WEALTH MANAGEMENT SERVICES PAAndrew John Evans — ROSSBY FINANCIAL, LLC
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
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