Tanner
Branam
Rossby Financial, LLC
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About this Advisor
Tanner Branam is a financial advisor based in Melbourne, Florida, working with Rossby Financial, LLC. Tanner has previously held positions at Cco Investment Services Corp, Infinex Investments, Inc, Valic Financial Advisors, Inc, Agia, Rossby Financial, LLC, and First Commonwealth. Tanner has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Tanner 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
Tanner Branam Work History
Rossby Financial, LLC
Agia
Valic Financial Advisors, Inc
First Commonwealth
Infinex Investments, Inc
Cco Investment Services Corp
Disclosures
Please visit the SEC profile of Tanner Branam 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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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.
