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Michael Todd Martin

Investment Adviser Representative at Rossby Financial, LLC

Worthington, OHCRD #2457864Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Michael Todd Martin is an investment adviser representative with Rossby Financial, LLC in Worthington, OH, where they have been registered since 2024. They have worked in the securities industry since 2003 and have been registered with 4 firms, including Cambridge Investment Research Advisors, Inc. and Independent Advisers Group Corp. They have passed 2 industry qualification exams, including the Series 7 (general securities representative). They are registered to provide investment advice in Florida and Ohio.

Office

7100 N. High Street, Suite 305
Worthington, OH 43085

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida, Ohio

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/6/2003

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Rossby Financial, LLCCurrent
7/1/2024 – Worthington, OH
Cambridge Investment Research Advisors, Inc.
6/16/2010 – 7/16/2024Columbus, OH
Independent Advisers Group Corp
6/29/2005 – 6/25/2010Columbus, OH
Lincoln Financial Securities Corporation
6/8/2005 – 6/22/2010Columbus, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. SELF Employed/sole Proprietor
    Oct 1995 – no end date reportedColumbus, OH
  2. Cambridge Investment Research, Inc
    Jun 2010 – Jul 2024Fairfield, IA
  3. Cambridge Investment Research Advisors, Inc
    Jun 2010 – Jul 2024Fairfield, IA
  4. Rossby Financial, LLC
    Jul 2024 – no end date reportedMelbourne, FL

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Rossby Financial, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
27
Offices listed on AdvisorFinder:
10
Main office:
Melbourne, FL
SEC file number:
801-127370

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 31, 2026

View full firm profile

Other advisors at Rossby Financial, LLC

Showing 12 of 27 in the directory

View Rossby Financial, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Todd Martin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Michael Todd Martin (Rossby Financial) - Fees & Credentials