Gary Paul Diegert

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2017 → 06/2021
  Mycio Wealth Partners
  Philadelphia, PA
• 09/2012 → 03/2017
  Drexel University
  Philadelphia, PA
• 03/2016 → 10/2016
  Glenmede
  Philadelphia, PA
• 10/2016 → 03/2017
  Student
  Philadelphia, PA
• 03/2017 → 06/2017
  Unemployed
  Philadelphia, PA
• 06/2021 → 12/2024
  Riversedge Advisors, Llc
  Wilmington, DE
• 12/2024 → Present
  Rossby Financial, Llc.
  Melbourne, FL

Previous Registrations

• 2022-02-04 → 2024-12-23
  Riversedge Advisors
  Wilmington, DE
• 2017-09-25 → 2021-06-28
  Mycio Wealth Partners, Llc
  Philadelphia, PA

Other Businesses

Toler Financial Group, LLC; 1100 Wayne Ave, Ste 670, Silver Springs, MD; DBA for Advisor Service Offered under Rossby Financial; Rossby Financial and Toler Financial Group are unaffiliated entities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-25

Designations

• Chartered Financial Analyst

Other Names

• Gary Paul Diegert Ii