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ROSSBY FINANCIAL, LLC
ROSSBY FINANCIAL, LLC
MELBOURNE, Florida
·
6 registered advisors
·
CRD# 324631
SEC# 801-127370
9
321-209-0111
01
Firm Overview
AUM
$107M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at ROSSBY FINANCIAL, LLC
6 registered advisors
Alexandra Rose Addington Stickelman
MELBOURNE, Florida
CRD# 6408420
Andrew John Evans
MELBOURNE, Florida
CRD# 4779446
Christopher Joseph Marsico
MELBOURNE, Florida
CRD# 2933237
Jason Lee Renner
MELBOURNE, Florida
CRD# 5644014
Jennifer Lynn Szeklinski
MELBOURNE, Florida
CRD# 4655145
Kelly T Renner
MELBOURNE, Florida
CRD# 4496278
05
Office Locations
MELBOURNE, Florida
6 advisors
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Data sourced from SEC Form ADV filings. ROSSBY FINANCIAL, LLC (CRD# 324631) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.