Paige Carlson has been an investment adviser representative at Rossby Financial since January 2026, 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.
Paige Carlson’s longest registration was 2 years at Cambridge Investment Research Advisors, Inc. (2023–2026). Before joining Rossby Financial in 2026, Paige Carlson was registered through Cambridge Investment Research Advisors, Inc.
- Rossby Financial, LLCCurrent– present · under a yearGinnell, IA · Adviser representative · Firm CRD 324631
- Cambridge Investment Research Advisors, Inc.– · 2 yearsGrinnell, IA · Adviser representative · Firm CRD 134139
Investment adviser representative registrations
Paige Carlson is registered as an investment adviser representative in Iowa, since January 2026.
- IowaSince 2 January 2026
Examinations
No examinations are on Paige Carlson’s record.
- Full name
- Paige Linna Carlson
- CRD
- 7777210
- Firm
- Rossby Financial · CRD 324631
- Office
- 923 Broad Street, Ginnell, IA 50112
- Registration
- Investment adviser registration
- In the industry since
- July 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Paige Carlson work?
Paige Carlson is an investment adviser representative registered through Rossby Financial, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Paige Carlson a financial advisor?
Yes. Paige Carlson has a current investment-adviser registration in Iowa, through Rossby Financial since January 2026.
How many years of experience does Paige Carlson have?
Paige Carlson has 3 years in the financial industry, since July 2023, across 2 adviser firms.
Where is Paige Carlson based?
Paige Carlson’s registered office is in Ginnell, IA.
Is Paige Carlson registered with FINRA?
No. Paige Carlson has no current broker registration.
How can I verify Paige Carlson’s record?
Search CRD 7777210 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paige Carlson’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