Christopher Marsico
Christopher Marsico is a registered investment advisor at Rossby Financial, LLC, based in Valencia, PA, with 20 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 3,910 clients with $850M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum management fee will not exceed 2.50% of assets under management. Fees are negotiable.
Fee Estimator
Location
1018 Pittsburgh Road, Valencia, PA, 16059
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher is a landlord/owner of real estate through 425 Market Street LLC and 1018 Pittsburgh LLC, and the owner/financial officer of Rossby Office LLC, providing virtual assistant services. He is also a financial officer and advisor at Rossby Financial Group LLC (about half his time), an agent selling life and fixed annuities (about 10-20% of his time), and the owner of Marsico Financial Group LLC, preparing taxes and financial statements (about a quarter of his time).
Employment History
Current Registrations
Rossby Financial, LLC
Previous Registrations
Private Client Services, LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Wall Street Financial Group, INC
Wall Street Financial Group, INC.Broker
AXA Advisors, LLCBroker
State Registrations2 states
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.
Exams
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