Andrew Evans
Andrew Evans is a registered investment advisor at Rossby Financial, LLC, based in Melbourne, FL, with 21 years of industry experience. Andrew 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
2412 Irwin Street, Melbourne, FL, 32901
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2010Customer Dispute
May 2009Other Business ActivitiesSells Insurance
Andrew is the CEO, President, and CCO of Rossby Financial LLC, owner and agent at Rossby Insurance, and owner of Rossby Wealth. He also works as a tax preparer, independent insurance agent, owner of ROffice, Chief Experience Officer at Practice Intelligence, LLC, and board member at Archive Intel, dedicating varying amounts of time to each.
Employment History
Current Registrations
Rossby Financial, LLC
Private Client Services, LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations11 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.