GF
Gulielma L. Fager
ROSSBY FINANCIAL
SILVER SPRING, MD 20910
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CRD#: 7344886
GF
Professional summary
Gulielma Leonard Fager, who also goes by Gulielma Fager, is a registered financial advisor currently at ROSSBY FINANCIAL, LLC located in Silver Spring, Maryland.
Gulielma is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Gulielma has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gulielma Fager
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) GULIELMA FAGER, BALTIMORE, MD 21211, 01/2018, SELF EMPLOYED CONSULTANT, NIR, 5 HR/MO - 0 HR/MO TRADING. 2) GULIELMA LEONARD FAGER, 17100 QUAKER LANE, SANDY SPRING, MD, 07/2022, KITCHEN MANAGER, NIR, 80 HR/YR DURING SUMMER, 0 HR/MO TRADING. 3) FRIENDS SCHOOL OF BALTIMORE, 5114 N CHARLES ST, BALTIMORE, MD, 07/2022, BOARD MEMBER, CHARITABLE ORG, NIR, 5 HR/MO, 0 HR/MO TRADING. 4) TOLER FINANCIAL GROUP LLC, 1100 WAYNE AVE, STE 670, SILVER SPRING, MD, 05/2023, AUTHOR/SPEAKER, NIR, 10 HR/MO, 5 HR/MO TRADING. 5) TOLER FINANCIAL GROUP LLC, 1100 WAYNE AVE, STE 670, SILVER SPRING, MD, 08/16/2024, DBA NAME FOR ADVISORY SERVICES OFFER THROUGH ROSSBY FINANCIAL, LLC., ROSSBY FINANCIAL AND TOLER FINANCIAL GROUP ARE UNAFFILIATED ENTITIES
CRS (Client Relationship Summary) - RIA
Click below to view Gulielma Leonard Fager'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®
NoneExperience
Current
August 16, 2024 - Present
ROSSBY FINANCIAL, LLC
Office #1: 1100 Wayne Ave, Ste 670, Silver Spring, MD 20910RIA
CRD#: 324631
SILVER SPRING, MD
Past
September 3, 2021 - August 22, 2024
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Silver Spring, MD
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.Highlighted states indicate IAR registrations
IAR
Maryland(8/16/2024)
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
