Antonio Reyna
Antonio Reyna is a registered investment advisor at Rossby Financial, LLC, based in The Woodlands, TX, with 33 years of industry experience. Antonio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 804 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rossby Financial offers investment management services for a fee based on the value of your investments. The fee is negotiable, but will not exceed 2.5% annually. The exact fee depends on the size and composition of your portfolio, the services provided, and the representative providing the services. Fees are generally charged quarterly or monthly, in advance or arrears, based on the period-end balance.
Location
25511 Budde Rd, Suite 1501, The Woodlands, TX, 77380
Get directionsHistory
Regulatory History (1)
Criminal
September 2021Other Business ActivitiesSells Insurance
Antonio works as a security supervisor at a concert venue in The Woodlands, dedicating a few hours per week. He is also an insurance sales agent/advisor, spending about 10-20% of his time meeting with clients and offering insurance products when appropriate.
Employment History
Current Registrations
Rossby Financial, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America, INC.Broker
Securities America Advisors, INC.
LPL Financial LLCBroker
LPL Financial LLC
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
Amegy Investments, INC.
Amegy Investments, INC.Broker
Investment Professionals, INC.Broker
Compass Brokerage, INC.
Compass Brokerage, INC.Broker
Chase Investment Services CORP.Broker
Chase Securities of Texas, INC.Broker
Ba Investment Services, INC.Broker
Gna Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.