Brandon Clark
Investment adviser representative at Rossby Financial, LLC
10 yearsExperience
4 statesRegistered in
$854.8MFirm assets
3 yearsFirm in business
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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
10 years in the industry.
- Rossby Financial, LLCAug 2024 to now
- Reexamine Wealth LLCAug 2021 to now
- Cambridge Investment Research Advisors, Inc.Jun 2022 to Aug 2024
- Cambridge Investment Research, Inc.Jun 2022 to Aug 2024
- AmeripriseNov 2016 to Oct 2021
- Balanced Tax & Business Solutions, LLCJan 2016 to Oct 2021
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 4 states (DC, MD, ME, TX).
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
- 6718148
- Firm CRD
- 324631