ROSSBY FINANCIAL, LLC of MELBOURNE, FL is an SEC-registered investment adviser (CRD 324631). Regulatory assets under management: $854.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Evans L John | CEO, PRESIDENT; CEO, PRESIDENT, CCO | Fern Park, FL |
| Andrew John Evans | CCO, CEO, PRESIDENT; CEO | — |
| Christopher Joseph Marsico | MEMBER | — |
| Jennifer Lynn Szeklinski | EMPLOYEE OWNERSHIP - CLASS A AND B SHARES | — |
| Kelly T Renner | EMPLOYEE OWNERSHIP - CLASS A AND B SHARES; EMPLOYEE OWNERSHIP - CLASS B SHARES | — |
| Jason Lee Renner | EMPLOYEE OWNERSHIP - CLASS A AND B SHARES; EMPLOYEE OWNERSHIP - CLASS B SHARES | — |
| MARSICO CHRISTOPHER JOSEPH | MEMBER | — |
| SZEKLINSKI JENNIFER LYNN | EMPLOYEE OWNERSHIP - CLASS A AND B SHARES | — |
| RENNER KELLY T | EMPLOYEE OWNERSHIP - CLASS A AND B SHARES | — |
| RENNER JASON LEE | EMPLOYEE OWNERSHIP - CLASS A AND B SHARES | — |
| Stickelman Alexandra Rose Addington | CHIEF COMPLIANCE OFFICER | — |
| Melissa B Reaktenwalt | EMPLOYEE OWNERSHIP - CLASS A AND B SHARES | — |
| Frances Ann Toler | EMPLOYEE OWNERSHIP - CLASS B SHARES | — |
| Marissa Harris | CCO | Charlotte, NC |
Showing 15 of 18 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| SILVER SPRING | MD | 4 | 301-825-8705 |
| NEW BERLIN | WI | 2 | 2626421616 |
| AUGUSTA | GA | 2 | 706-210-3535 |
| GRINNELL | IA | 2 | 641.659.6340 |
| COLUMBUS | OH | 2 | 614-486-5386 |
| VALENCIA | PA | 2 | 7248983555 |
| UPPER MARLBORO | MD | 2 | 540-850-7090 |
| — | — | 1 | (908)310-0874 |
| FERNANDIA BEACH | FL | 1 | 9043052608 |
| NEW ORLEANS | LA | 1 | 2024094550 |
| ORLEANS | VT | 1 | 7274704276 |
| DURHAM | NC | 1 | 9194754110 |
| CARLSBAD | CA | 1 | 760-805-5520 |
| FRIENDSWOOD | TX | 1 | 832-940-7062 |
| WOODLANDS | TX | 1 | 2812215239 |