Todd Ashley Roselle
Investment adviser representative at Blue Rock Financial Group
14 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$381.8MFirm 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
- Pension consulting
Experience
14 years in the industry.
- Alphacore Capital LLCOct 2026 to now
- Blue Rock Financial GroupSep 2018 to now
- Dravo Bay, LLC dba Blue Rock Financial GroupSep 2018 to now
- Purshe Kaplan Sterling Investments, Inc.Oct 2018 to Dec 2024
- Cambridge Investment Research Advisors, IncDec 2012 to Sep 2018
- Cambridge Investment Research, IncDec 2012 to Sep 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (DE, PA).
Blue Rock Financial Group
Legal name: Dravo Bay LLC
$381.8MAssets managed
314Clients
1Advisers
6 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
- 5001611
- Firm CRD
- 298558