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Michael Todd Martin

Rossby Financial, LLC

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About Michael Todd Martin

Michael Todd Martin is a financial advisor with Rossby Financial, LLC. Michael has been in the industry since January 2003 and holds the Series 7 and SIE licenses. Michael also holds the designation of Chartered Financial Consultant (ChFC). Michael's experience includes working with individuals, families and businesses. Michael also provides portfolio management services for businesses and pooled investment vehicles. Michael's other business activities include work with T&D Home Solutions LLC, Randolph Martin Retirement Group and Columbus Epoxy Products LLC.

Firm Information

Michael Martin 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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Michael Martin’s Registration & Firm History

FL

07/01/2024 - Present

Rossby Financial, LLC (MELBOURNE FL)

OH

06/16/2010 - 07/16/2024

CAMBRIDGE INVESTMENT RESEARCH, INC. (COLUMBUS OH)

OH

01/07/2003 - 06/22/2010

LINCOLN FINANCIAL SECURITIES CORPORATION (COLUMBUS OH)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/06/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Todd Martin.
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