Rossby Financial, LLC
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Overview
Rossby Financial, LLC operates as a financial advisor firm headquartered in Melbourne, Florida. It has a small team, including 1 financial advisor. Rossby Financial, LLC is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are tradable fiscal assets like equities, bonds and options.
Rossby Financial, LLC's main office is at 4447 Preservation Cir, Melbourne, Florida 32934. The firm is permitted to serve customers throughout a number of states, including Florida and Pennsylvania.
Number of Advisors
Disclosures
Office Location
Rossby Financial, LLC by the Numbers
1
Products and Services
Rossby Financial, LLC offers a variety of financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Notably, it did not provide financial planning services to any of its accounts in the last fiscal year. Rossby Financial, LLC is not involved in selling products or offering services aside from investment advisory services to its investment advisory accounts. It is also affiliated with one or more other service providers in the financial services industry, including with an insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees are based on which services the firm provides the client. Fees charged by Rossby Financial, LLC can be comprised of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are provided by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Disclosures
Rossby Financial, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Rossby Financial, LLC
Melbourne, FL
Melbourne, FL
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.