GD
CFA
GD
CFA

Gary Paul Diegert

7 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

Gary uses Toler Financial Group, LLC as a DBA for advisor services offered under Rossby Financial. Rossby Financial and Toler Financial Group are unaffiliated entities.

Employment History
Current Registrations
Rossby Financial, LLC
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Riversedge Advisors
February 2022 - December 2024 · 2 yrs 10 mos
Mycio Wealth Partners, LLC
September 2017 - June 2021 · 3 yrs 9 mos
State Registrations2 states
MDPA
Advisor
Exams
No exam information available for this advisor.