Gulielma Fager has been an investment adviser representative at Rossby Financial since August 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.
Gulielma Fager’s longest registration was 2 years at Cambridge Investment Research Advisors, Inc. (2021–2024). Before joining Rossby Financial in 2024, Gulielma Fager was registered through Cambridge Investment Research Advisors, Inc.
- Rossby Financial, LLCCurrent– present · 2 yearsSilver Spring, MD · Adviser representative · Firm CRD 324631
- Cambridge Investment Research Advisors, Inc.– · 2 yearsSilver Spring, MD · Adviser representative · Firm CRD 134139
Investment adviser representative registrations
Gulielma Fager is registered as an investment adviser representative in Maryland, since August 2024.
- MarylandSince 16 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 September 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Gulielma Leonard Fager
- CRD
- 7344886
- Firm
- Rossby Financial · CRD 324631
- Office
- 1100 WAYNE AVE, STE 670, Silver Spring, MD 20910
- Registration
- Investment adviser registration
- In the industry since
- September 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Gulielma Fager work?
Gulielma Fager is an investment adviser representative registered through Rossby Financial, LLC since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Gulielma Fager a financial advisor?
Yes. Gulielma Fager has a current investment-adviser registration in Maryland, through Rossby Financial since August 2024.
How many years of experience does Gulielma Fager have?
Gulielma Fager has 5 years in the financial industry, since September 2021, across 2 adviser firms.
What exams has Gulielma Fager passed?
Gulielma Fager passed the Series 65 in September 2021.
Where is Gulielma Fager based?
Gulielma Fager’s registered office is in Silver Spring, MD.
Is Gulielma Fager registered with FINRA?
No. Gulielma Fager has no current broker registration.
How can I verify Gulielma Fager’s record?
Search CRD 7344886 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gulielma Fager’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