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Gulielma Leonard Fager

Rossby Financial, LLC

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About Gulielma Leonard Fager

Gulielma Fager is an Investment Advisor Representative registered with the state of Maryland, with experience in the financial services industry since 2018. Gulielma has a Series 65 license and is a Certified Financial Planner. Gulielma is affiliated with Rossby Financial, LLC and currently provides advisory services to clients in California, Colorado, District of Columbia, Maryland, New York, Pennsylvania, and Virginia. Gulielma Leonard Fager has a passion for helping clients achieve their financial goals. Gulielma works with individuals and families to create personalized financial plans that meet their unique needs. Gulielma also provides investment management services, including portfolio management for individuals, families, businesses, and pooled investment vehicles.

Firm Information

Gulielma Fager 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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Gulielma Fager’s Registration & Firm History

MD

08/16/2024 - Present

Rossby Financial, LLC (SILVER SPRING MD)

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Licenses & Designations

IA

Issued 09/03/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gulielma Leonard Fager.
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