ROSSBY FINANCIAL, LLC

ROSSBY FINANCIAL, LLC of MELBOURNE, FL is an SEC-registered investment adviser (CRD 324631). Regulatory assets under management: $854.8M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (14)

NameRoleLocation
Evans L JohnCEO, PRESIDENT; CEO, PRESIDENT, CCOFern Park, FL
Andrew John EvansCCO, CEO, PRESIDENT; CEO
Christopher Joseph MarsicoMEMBER
Jennifer Lynn SzeklinskiEMPLOYEE OWNERSHIP - CLASS A AND B SHARES
Kelly T RennerEMPLOYEE OWNERSHIP - CLASS A AND B SHARES; EMPLOYEE OWNERSHIP - CLASS B SHARES
Jason Lee RennerEMPLOYEE OWNERSHIP - CLASS A AND B SHARES; EMPLOYEE OWNERSHIP - CLASS B SHARES
MARSICO CHRISTOPHER JOSEPHMEMBER
SZEKLINSKI JENNIFER LYNNEMPLOYEE OWNERSHIP - CLASS A AND B SHARES
RENNER KELLY TEMPLOYEE OWNERSHIP - CLASS A AND B SHARES
RENNER JASON LEEEMPLOYEE OWNERSHIP - CLASS A AND B SHARES
Stickelman Alexandra Rose AddingtonCHIEF COMPLIANCE OFFICER
Melissa B ReaktenwaltEMPLOYEE OWNERSHIP - CLASS A AND B SHARES
Frances Ann TolerEMPLOYEE OWNERSHIP - CLASS B SHARES
Marissa HarrisCCO

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