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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Paul Diegert is an investment advisor representative at Rossby Financial, LLC, a firm with offices in Silver Spring, Maryland and Melbourne, Florida. Gary has been in the industry since 2017 and has experience in various financial roles. He is a Chartered Financial Analyst and holds the Series 65 license. Gary specializes in providing financial planning, portfolio management and family office services to both individual and corporate clients. Gary's prior experience includes positions at myCIO Wealth Partners, Drexel University, Glenmede, Brandywine Global Investment Management, and RiversEdge Advisors, LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MD
12/11/2024 - Present
Rossby Financial, LLC (Silver Spring MD)
IA
Issued 09/25/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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