Rossby Financial, LLC
Melbourne, FL·SEC-registered · CRD #324631
Rossby Financial, LLC is an SEC-registered investment advisory firm in Melbourne, FL managing $855M across 3.9k client accounts, with 2 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$855M
Client accounts
3.9k
Advisory staff
2
Fee model
Fee-based
How Rossby Financial, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Rossby Financial, LLC
How much does Rossby Financial, LLC manage?
Per its most recent SEC Form ADV filing (05/28/2026), Rossby Financial, LLC reports $855M in regulatory assets under management across roughly 3.9k client accounts.
How does Rossby Financial, LLC charge?
Rossby Financial, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Rossby Financial, LLC a fiduciary?
Yes. Rossby Financial, LLC is registered with the U.S. Securities and Exchange Commission (CRD #324631), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Rossby Financial, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Rossby Financial, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Melbourne, FL
Profile compiled from Rossby Financial, LLC's public SEC Form ADV filing (CRD #324631, filed 05/28/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Rossby Financial, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Rossby Financial, LLC? Claim this profile.