Andrew
Evans
Rossby Financial, LLC
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About this Advisor
Andrew Evans is a financial advisor based in Melbourne, Florida, working with Rossby Financial, LLC. Andrew has previously held positions at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Private Client Services, Rossby Financial, LLC, Tag Advisors, and Paoli Financial Advisors. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Andrew is part of Rossby Financial, LLC, which operates out of Melbourne, Florida. The firm has 3 offices and 8 employees. The firm manages assets totaling $107.3 million and serves high-net-worth clients. The services offered by the firm include 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. The fee structure at Rossby Financial, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rossby Financial, LLC Brokerage Details
$107,344,613
8
541
$198,419
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Andrew Evans Work History
Private Client Services
Rossby Financial, LLC
Tag Advisors
Tag Advisors
Paoli Financial Advisors
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Disclosures
Please visit the SEC profile of Andrew Evans to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rossby Financial, LLC
Melbourne, FL
Melbourne, FL
Melbourne, FL
Upper Marlboro, MD
Melbourne, FL
Melbourne, FL
Melbourne, FL
Friendswood, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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