Melissa
Reaktenwalt
Rossby Financial, LLC
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About this Advisor
Melissa Reaktenwalt is a financial advisor based in Upper Marlboro, Maryland, working with Rossby Financial, LLC. Melissa has previously held positions at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Massmutual, Mml Investors Services, Private Client Services, and Rossby Financial, LLC. Melissa has passed the Series 66 regulatory exam and is registered to provide services in California, Florida, Georgia, Maryland, Michigan, North Carolina, Pennsylvania, South Carolina, and Texas. Currently, Melissa is part of Rossby Financial, LLC, which operates out of Upper Marlboro, Maryland. 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
Melissa Reaktenwalt Work History
Private Client Services
Rossby Financial, LLC
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Massmutual
Mml Investors Services
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Disclosures
Please visit the SEC profile of Melissa Reaktenwalt 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
Friendswood, TX
Melbourne, FL
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