linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brandon Clark

Rossby Financial, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brandon? Claim Your Profile

About Brandon Clark

Brandon Clark is an investment advisor representative with Rossby Financial, LLC. Brandon has been in the financial services industry for several years and has experience working with high-net-worth individuals, as well as other individuals and families. Brandon is registered with the state of Maryland and holds both Series 66 and Series 7 licenses. Brandon provides a variety of services, including financial planning, portfolio management, and family office services. Brandon is dedicated to providing personalized advice and helping clients achieve their financial goals.

Firm Information

Brandon Clark is currently registered with Rossby Financial, LLC. Rossby Financial, LLC is a registered investment advisor based in Melbourne, FL. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and family office services. They have over $107 million in regulatory assets under management and work with a variety of clients, including high-net-worth individuals and other individuals. The firm participates in wrap fee programs.
Rossby Financial, LLC

2413 IRWIN STREET

MELBOURNE, FL 32901

$107.34M

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

family office services

Family office services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brandon Clark’s Registration & Firm History

MD

08/19/2024 - Present

Rossby Financial, LLC (Silver Spring MD)

MD

06/22/2022 - 08/22/2024

CAMBRIDGE INVESTMENT RESEARCH, INC. (Silver Spring MD)

MN

08/15/2017 - 10/27/2021

AMERIPRISE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)

Not sure if Brandon Clark is right for you?

Licenses & Designations

BOTH

Issued 12/30/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon Clark.
Not sure if Brandon Clark is right for you?