MR
Melissa B. Reaktenwalt
ROSSBY FINANCIAL
Marlboro, MD 20774
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CRD#: 5273962
MR
Professional summary
Melissa B Reaktenwalt, AIF®, who also goes by Melissa Bethann Horton, is a registered financial advisor currently at ROSSBY FINANCIAL, LLC located in Marlboro, Maryland and PRIVATE CLIENT SERVICES, LLC located in Upper Marlboro, Maryland.
Melissa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Melissa has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Melissa Bethann Horton
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) EViE FINANCIAL GROUP, 9701 APOLLO DR, STE 330-7, UPPER MARLBORO, MD, 8/2018, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 120 HR/MO, 120 HR/MO TRADING. 2) UPWORK, 441 LOGAN AVE, MOUNTAIN VIEW, CA, 12/2011, WRITER/EDITOR, MARKETING, NIR, 5 HR/MO, 0 HR/MO TRADING. 3) ONE WORLD EDUCATION, WASHINGTON, DC, 07/2023, BOARD MEMBER, NON PROFIT, NIR, 5 HR/MO, 0 HR/MO TRADING. 4) ROCK AND SWAY MEDIA, CAPITAL HEIGHTS, MD, 10/2023, 1099 CONTRACTOR, SPEAKING ENGAGEMENTS, NIR, 5 HR/MO, 0 HR/MO TRADING. 5) EViE FINANCIAL GROUP, 9701 APOLLO DR, STE 330-7, UPPER MARLBORO, MD, 2/2024, DOING BUSINESS AS OF NAME (DBA) FOR ADVISORY SERVICES OFFERED THROUGH ROSSBY FINANCIAL, LLC, INVESTMENT ADVISOR REPRESENTATIVE, INV REL, 0 HR/MO, 0 HR/MO TRADING. EViE FINANCIAL GROUP AND ROSSBY FINANCIAL, LLC ARE UNAFFILIATED FIRMS.
CRS (Client Relationship Summary) - RIA
Click below to view Melissa B Reaktenwalt's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
February 23, 2024 - Present
ROSSBY FINANCIAL, LLC
Office #1: 9701 Apollo Dr Ste 443, Marlboro, MD 20774RIA
CRD#: 324631
Marlboro, MD
Current
February 22, 2024 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 9701 Apollo Drive, Ste 443, Upper Marlboro, MD 20774RIA
BD
CRD#: 120222
Upper Marlboro, MD
Past
November 9, 2018 - March 18, 2024
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Upper Marlboro, MD
Past
November 9, 2018 - March 18, 2024
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Upper Marlboro, MD
Past
October 30, 2015 - November 12, 2018
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
ROCKVILLE, MD
Past
October 16, 2015 - November 12, 2018
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
ROCKVILLE, MD
Past
June 11, 2012 - October 12, 2015
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
ROCKVILLE, MD
Past
June 11, 2012 - October 12, 2015
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
ROCKVILLE, MD
Past
January 20, 2010 - June 12, 2012
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
ROCKVILLE, MD
Past
January 20, 2010 - June 12, 2012
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ROCKVILLE, MD
Past
May 6, 2009 - January 4, 2010
NAVY FEDERAL ASSET MANAGEMENT, LLC
RIA
CRD#: 144244
VIENNA, VA
Past
November 5, 2008 - January 4, 2010
NAVY FEDERAL INVESTMENT SERVICES, LLC
BD
CRD#: 138459
STAFFORD, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RF
ROSSBY FINANCIAL, LLC
EVIE FINANCIAL | TRUCESS | TOLER FINANCIAL GROUP | THE ALAN R JOYCE COMPANY LLC | ROSSBY WEALTH, LLC | ROSSBY FINANCIAL, LLC | REYMAR WEALTH MANAGEMENT | RED OAK ADVISORS | RANDOLPH MARTIN RETIREMENT GROUP | OLEADA FINANCIAL | MARSICO WEALTH MANAGEMENT, LLC | LIFE STRATEGIES FINANCIAL PARTNERS
CRD#: 324631 / SEC#: 801-127370
RIA
Registered Investment Advisory firm - (2/24/2023 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(3/31/2025)
RR
District of Columbia(2/22/2024)
RR
Florida(2/22/2024)
IAR
Florida(4/10/2024)
RR
Georgia(2/22/2024)
RR
Idaho(2/22/2024)
RR
Maryland(2/22/2024)
IAR
Maryland(2/23/2024)
IAR
Michigan(2/27/2024)
RR
Michigan(5/10/2024)
RR
New York(2/22/2024)
RR
North Carolina(2/22/2024)
RR
Pennsylvania(3/31/2025)
RR
South Carolina(2/22/2024)
IAR
Texas(2/23/2024)
RR
Virginia(2/22/2024)
RR
Wisconsin(2/22/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
RF
ROSSBY FINANCIAL, LLC
EVIE FINANCIAL | TRUCESS | TOLER FINANCIAL GROUP | THE ALAN R JOYCE COMPANY LLC | ROSSBY WEALTH, LLC | ROSSBY FINANCIAL, LLC | REYMAR WEALTH MANAGEMENT | RED OAK ADVISORS | RANDOLPH MARTIN RETIREMENT GROUP | OLEADA FINANCIAL | MARSICO WEALTH MANAGEMENT, LLC | LIFE STRATEGIES FINANCIAL PARTNERS
CRD#: 324631 / SEC#: 801-127370
RIA
Registered Investment Advisory firm - (2/24/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2412 Irwin Street, Melbourne, FL 32901
Mailing Address
Phone number
(321) 209-0111
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (31 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 804 |
| AUM (Assets Under Management) | $ 358,627,117 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ROSSBY FINANCIAL, LLC
CRD#: 324631Marlboro, MD 20774TRUST BUT VERIFY
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