Lesley Kay Degenhart
Investment adviser representative at Rossby Financial, LLC
11 yearsExperience
1 stateRegistered in
$854.8MFirm assets
3 yearsFirm in business
Are you Lesley Kay Degenhart? 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
11 years in the industry.
- Rossby Financial, LLCAug 2026 to now
- Tribox Private WealthAug 2026 to now
- LPL Financial, LLCJun 2022 to now
- Newedge Advisors, LLC.Jun 2022 to Dec 2023
- Ameriprise Financial Services, Inc.Feb 2015 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5284549
- Firm CRD
- 324631