Gary Diegert has been an investment adviser representative at Rossby Financial since December 2024, and is not listed among the firm’s executive officers or direct owners.
Rossby Financial, LLC is a Melbourne, FL firm with $855M under management, 3,910 clients and 2 advisers across 19 offices, as of its July 2026 filing.
Gary Diegert’s longest registration was 3 years at Mycio Wealth Partners, LLC (2017–2021). Before joining Rossby Financial in 2024, Gary Diegert was registered through Riversedge Advisors and Mycio Wealth Partners, LLC.
- Rossby Financial, LLCCurrent– present · 1 yearSilver Spring, MD · Adviser representative · Firm CRD 324631
- Riversedge Advisors– · 2 yearsWilmington, DE · Adviser representative · Firm CRD 298390
- Mycio Wealth Partners, LLC– · 3 yearsPhiladelphia, PA · Adviser representative · Firm CRD 134436
Investment adviser representative registrations
Gary Diegert is registered as an investment adviser representative in 2 states. Each was approved in December 2024.
- MarylandSince 11 December 2024
- PennsylvaniaSince 11 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 September 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Gary Paul Diegert
- CRD
- 6838979
- Firm
- Rossby Financial · CRD 324631
- Office
- 1100 Wayne Ave, Ste 670, Silver Spring, MD 20910
- Registration
- Investment adviser registration
- In the industry since
- May 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Gary Diegert work?
Gary Diegert is an investment adviser representative registered through Rossby Financial, LLC since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Gary Diegert a financial advisor?
Yes. Gary Diegert has a current investment-adviser registration in Maryland and Pennsylvania, through Rossby Financial since December 2024.
How many years of experience does Gary Diegert have?
Gary Diegert has 8 years in the financial industry, since May 2018, across 3 adviser firms.
What exams has Gary Diegert passed?
Gary Diegert passed the Series 65 in September 2017.
Where did Gary Diegert work before Rossby Financial?
Before Rossby Financial, Gary Diegert was registered through Mycio Wealth Partners, LLC, September 2017 to June 2021.
Where is Gary Diegert based?
Gary Diegert’s registered office is in Silver Spring, MD.
Is Gary Diegert registered with FINRA?
No. Gary Diegert has no current broker registration.
How can I verify Gary Diegert’s record?
Search CRD 6838979 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gary Diegert’s full registration record.
- Marissa HarrisCCO
- Melissa ReaktenwaltEmployee Ownership - Class A and B Shares
- Kelly RennerEmployee Ownership - Class B Shares
- Jason RennerEmployee Ownership - Class B Shares
- Jennifer SzeklinskiEmployee Ownership - Class A and B Shares
- Frances TolerEmployee Ownership - Class B Shares
- Andrew EvansCEO
- Christopher MarsicoMember