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Hazel Toler

Rossby Financial, LLC

Silver Spring, MD

CRD 8028315

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Employer firm

Rossby Financial, LLC CRD 324631

$855M regulatory AUM 70 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Rossby Financial, Llc

2412 Irwin Street, Melbourne, FL 32901 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-06-23
  • MD RA
    APPROVED
    Since 2025-06-23

Branch Locations

1100 Wayne Ave Suite 670, Silver Spring, MD 20910 • 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
Joes Seafood Stonecrab And Prime Steak Washington DC 07/2015 Present
  • 07/2015 → Present
    Joes Seafood Stonecrab And Prime Steak
    Washington, DC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-23
  • S65 Uniform Investment Adviser Law Examination
    2025-06-23

View on SEC IAPD

Nearby Firms

EDELMAN FINANCIAL ENGINES
OSAIC WEALTH, INC.
ON INVESTMENT MANAGEMENT CO

Nearby Investors

DAVID JON HEINEMANN
JENNIFER GALT SEVIER
PETER JAMES ROSENFELDER

Nearby Offices

EDELMAN FINANCIAL ENGINES · SILVER SPRING, MD
OSAIC WEALTH, INC. · Silver Spring, MD
ON INVESTMENT MANAGEMENT CO · SILVER SPRING, MD

More in Silver Spring, MD

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