ROSSBY FINANCIAL, LLC

MELBOURNE, Florida·6 registered advisors·CRD# 324631
SEC# 801-1273709321-209-0111
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 PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at ROSSBY FINANCIAL, LLC

6 registered advisors
Alexandra Rose Addington Stickelman
MELBOURNE, Florida
Andrew John Evans
MELBOURNE, Florida
Christopher Joseph Marsico
MELBOURNE, Florida
Jason Lee Renner
MELBOURNE, Florida
Jennifer Lynn Szeklinski
MELBOURNE, Florida
Kelly T Renner
MELBOURNE, Florida
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.