Best Investors Account Sign in
Inactive

Christopher Joseph Marsico

Rossby Financial, LLC

Melbourne, FL

Valencia, PA

Claim This Profile
Current Employers
Rossby Financial, Llc

2412 Irwin Street, Melbourne, FL 32901 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
PA RA APPROVED 2023-03-31
  • FL RA
    APPROVED
    Since 2025-01-01
  • PA RA
    APPROVED
    Since 2023-03-31

Branch Locations

2412 Irwin Street, Melbourne, FL 32901 • United States

1018 Pittsburgh Road, Valencia, PA 16059 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc. Fairfield IA 02/2013 03/2023
Cambridge Investment Research Advisors, Inc. Fairfield IA 02/2013 03/2023
Private Client Services Valencia PA 03/2023 12/2023
Rossby Financial, Llc Valencia PA 03/2023 Present
Marsico Financial Group Valencia PA 11/2004 Present
Previous Registrations
  • 2013-02-22 → 2023-03-27
    Valencia, PA
  • 2013-01-18 → 2013-02-25
    Wall Street Financial Group, Inc.
    Victor, NY
    Sarver, PA
    Fairport, NY
    Seven Fields, PA
    Victor, NY
    Valencia, PA
    Valencia, PA
    Valencia, PA
Other Businesses

1) 425 Market Street LLC. 1018 Pittsburgh Road, Valencia, PA 16059. Landlord/owner of building where my business is located. Landlord. 12/27/2022; 10 hrs/mo; 0 during trading hrs. 2) 1018 Pittsburgh LLC. 1018 Pittsburgh RD, Valencia, PA 16059. LLC for the real estate I own where my business is located. Owner/landlord; 12/20/2021; 10 hrs/mo; 0 during trading hrs. 3) Rossby Financial Group, LLC. 4447 Preservation Circle, Melbourne, FL 32934. RIA. Financial officer and advisor. 75 hrs/mo; 60 during trading hrs. 4) Fixed Insurance, 1018 Pittsburgh Road, Valencia, PA 16059. Life and fixed annuity sales. Agent. 9/1/2005. 20 hrs/mo; 10 during trading hrs. 5) Marsico Financial Group LLC. 1018 Pittsburgh RD, Valencia, PA 16059. Accounting, tax preparation. 100% owner, 11/29/2004, tax return and financial statement preparation. 50 hrs/mo; 30 during trading hrs. 6) Rossby Office LLC.(ROffice), 4447 Preservation Cir, Melbourne, FL. Virtual assistant services. Owner/financial officer. 10 hrs/mo; 0 during trading hrs. 7) Marsico Wealth Management LLC; Investment-Related; Valencia, PA; Investment Adviser DBA; Investment Adviser Representative; 3/2023; Duties are investment adviser representative activities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-01-08
S63 Uniform Securities Agent State Law Examination 2007-02-13
  • S65 Uniform Investment Adviser Law Examination
    2013-01-08
  • S63 Uniform Securities Agent State Law Examination
    2007-02-13

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Melbourne, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor