Almeida Law Group is investigating a data breach at Rossby Financial LLC d/b/a Toler Financial group. If you were affected, contact Almeida Law Group.
About Rossby Financial LLC d/b/a Toler Financial group
Toler Financial Group is a financial advisory practice operating as a DBA under Rossby Financial LLC, a SEC-registered investment adviser (RIA) founded in 2023 and headquartered in Melbourne, Florida. Toler Financial Group is led by CEO Frances Toler and is based in Silver Spring, Maryland, providing comprehensive financial planning and values-driven investing for individuals and families, with nearly $200 million in assets under management for approximately 280 client households. Rossby Financial LLC functions as an open-architecture enterprise RIA, offering compliance and back-office support to affiliated advisor practices, with Toler Financial Group having transitioned its client accounts to Rossby Financial in August 2024.
What Happened?
Rossby Financial LLC d/b/a Toler Financial Group was listed in a Vermont Attorney General breach report summary published on October 13th, 2026. The filing identifies the organization as a Financial Services entity and reports that Social Security Numbers were among the categories of data involved in the breach. The number of affected individuals, the breach method, and the timeline of any unauthorized access were not specified in the available summary data.
No independent media reporting, ransomware leak-site claims, class action filings, or regulatory actions related to this specific incident have been identified as of the time of this writing. The Vermont Attorney General filing is currently the sole public source confirming the breach. The breach report was filed under the entity name “Rossby Financial LLC d/b/a Toler Financial group,” which may suggest the incident affected Toler Financial Group clients specifically, though this has not been confirmed.
Key Facts at a Glance
- Company or Organization: Rossby Financial LLC d/b/a Toler Financial Group
- Industry: Financial Services — Registered Investment Adviser (RIA) / Financial Planning and Wealth Management
- Location: Toler Financial Group — Silver Spring, Maryland; Rossby Financial LLC — Melbourne, Florida
- Incident type: Data breach involving Social Security Numbers
- Date of consumer notification: October 13th, 2026
- Source: Vermont Attorney General — Security Breach Notices; Kitces.com — FASuccess Podcast Ep 416 with Fran Toler; SEC IAPD — Rossby Financial LLC
What Should You Do?
If your information was involved in this breach, you should act promptly to protect yourself. Social Security Numbers can be used to open fraudulent accounts or file false tax returns, so consider placing a fraud alert or credit freeze with all three major credit bureaus — Equifax, Experian, and TransUnion. Monitor your credit reports regularly through AnnualCreditReport.com and review your financial account statements for any unauthorized activity. If identity theft occurs, report it and get a personalized recovery plan at IdentityTheft.gov. If identity theft protection enrollment is offered through this incident, review the enrollment deadline carefully and consider taking advantage of it.
Your Legal Rights
If your personal information was involved in this breach, you may have legal rights depending on the facts of the incident and the law in your state. Almeida Law Group represents consumers in data breach and privacy litigation and can help you evaluate whether you may have a claim. Contact us at (708) 529-5418 or through our contact page for a free case evaluation.
