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Melissa Reaktenwalt

Rossby Financial, LLC
17 Years of Experience
Upper Marlboro, MD
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Melissa Reaktenwalt is a registered investment advisor at Rossby Financial, LLC, based in Upper Marlboro, MD, with 17 years of industry experience. Melissa is also registered as a broker, so some compensation may come from commissions on products sold. 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.

Rossby Financial, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
3,910 clients
Average Client Portfolio
$219K average
Assets Under Management
$854.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum management fee will not exceed 2.50% of assets under management. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1401 Mercantile Lane, Suite 500-L, Upper Marlboro, MD, 20774

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2013
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Melissa is an independent insurance agent for various companies since 2018, dedicating nearly full-time hours to this and trading. She also works as a writer/editor, board member for a non-profit, a contractor for speaking engagements, and has a DBA for advisory services.

Employment History
Current Registrations
Rossby Financial, LLC
February 2024 - Present · 2 yrs 8 mos
Private Client Services, LLCBroker
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
November 2018 - March 2024 · 5 yrs 4 mos
Cambridge Investment Research, INC.Broker
November 2018 - March 2024 · 5 yrs 4 mos
MML Investors Services, LLC
October 2015 - November 2018 · 3 yrs 1 mo
MML Investors Services, LLCBroker
October 2015 - November 2018 · 3 yrs 1 mo
Cambridge Investment Research Advisors, INC.
June 2012 - October 2015 · 3 yrs 4 mos
Cambridge Investment Research, INC.Broker
June 2012 - October 2015 · 3 yrs 4 mos
Securian Financial Services, INC.Broker
January 2010 - June 2012 · 2 yrs 5 mos
Securian Financial Services, INC.
January 2010 - June 2012 · 2 yrs 5 mos
Navy Federal Asset Management, LLC
May 2009 - January 2010 · 8 mos
Navy Federal Brokerage Services, LLCBroker
November 2008 - January 2010 · 1 yr 2 mos
State Registrations14 states
AZDCFLGAIDMDMINCNYPASCTXVAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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