Briana
D'Esposito
Rossby Financial, LLC
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About this Advisor
Briana D'Esposito is a financial advisor based in Melbourne, Florida, working with Rossby Financial, LLC. Briana has previously held positions at Edd, Knowledge Universe, Osm Aviation, Strand Equity, Levine Leichtman Capital Partners, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, and Rossby Financial, LLC. Briana has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Briana 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
Briana D'Esposito Work History
Rossby Financial, LLC
Northwestern Mutual Wealth Management Company
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Edd
Knowledge Universe
Osm Aviation
Strand Equity
Edd
Edd
Levine Leichtman Capital Partners
Disclosures
Please visit the SEC profile of Briana D'Esposito 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
Melbourne, FL
Melbourne, FL
Upper Marlboro, MD
Grovetown, GA
Melbourne, FL
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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