GF
CFP
GF
CFP

Gulielma Leonard Fager

4 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
804 clients
Average Client Portfolio
$446K average
Assets Under Management
$358.6M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

1100 Wayne Ave, Ste 670, Silver Spring, MD, 20910

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Gulielma is a self-employed consultant since 2018, spends time as a kitchen manager during the summer, and is a board member for Friends School of Baltimore. She is also an author/speaker for Toler Financial Group LLC and uses Toler Financial Group LLC as a DBA for advisory services.

Employment History
Current Registrations
Rossby Financial, LLC
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
September 2021 - August 2024 · 2 yrs 11 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.