Christopher Joseph Marsico
Investment adviser representative at Rossby Financial, LLC
19 yearsExperience
2 statesRegistered in
$854.8MFirm assets
3 yearsFirm in business
Are you Christopher Joseph Marsico? Claim your profile
Contact this firm
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
19 years in the industry.
- Rossby Financial, LLCMar 2023 to now
- Marsico Financial GroupNov 2004 to now
- Private Client ServicesMar 2023 to Dec 2023
- Cambridge Investment Research Advisors, Inc.Feb 2013 to Mar 2023
- Cambridge Investment Research, Inc.Feb 2013 to Mar 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (FL, PA).
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
- 2933237
- Firm CRD
- 324631