Melissa Reaktenwalt
Melissa Reaktenwalt is a registered investment advisor at Rossby Financial, LLC, based in Marlboro, MD, with 17 years of industry experience. Melissa 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
9701 Apollo Dr Ste 443, Marlboro, MD, 20774
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2013Other 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
Private Client Services, LLCBroker
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Navy Federal Asset Management, LLC
Navy Federal Brokerage Services, LLCBroker
State Registrations14 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.