Michael Todd Martin
Investment adviser representative at Rossby Financial, LLC
31 yearsExperience
2 statesRegistered in
ChFC®Designation
$854.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
31 years in the industry.
- Rossby Financial, LLCJul 2024 to now
- Self Employed/sole ProprietorOct 1995 to now
- Cambridge Investment Research Advisors, IncJun 2010 to Jul 2024
- Cambridge Investment Research, IncJun 2010 to Jul 2024
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (FL, OH).
Rossby Financial, LLC
$854.8MAssets managed
3,910Clients
31Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2457864
- Firm CRD
- 324631