Robert Ross (CRD# 2669703) is an Investment Advisor Representative working at Applied Investment Strategies, LLC in Amarillo, TX and has over 20 years of experience in the finance industry.
CRD# 4116388
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1062124
Money Methods, Inc.
CRD# 5868493
Adams Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Applied Investment Strategies | New Canaan, CT | Sep 2016 - Current | 7 |
| Ross Applied Investment Strategy | New Canaan, CT | Aug 2014 - Current | 9 |
| Source Capital Group, Inc. | Westport, CT | Jul 2016 - Dec 2016 | < 1 |
| Rbs Securities Inc. | Stamford, CT | Sep 2009 - Jul 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2004 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
- CT
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Market timing services
- Other
CT, TX
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