Kyle Ross, financial advisor Concord NH
89 score

Kyle Ross

CRD Number: 6218463
Current Firm: Investors Capital Advisory

Kyle Ross (CRD# 6218463) is an Investment Advisor Representative working at Investors Capital Advisory in Concord, NH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Investors Capital Corporation Lynnfield, MA Jan 2014 - Current 2
Global Wealth Management Concord, NH Jun 2013 - Current 3
Kross Dog Walking Manchester, NH May 2013 - Current 3
Investors Capital Corporation Lynnfield, MA Jun 2013 - Jan 2014 < 1
Bigelow & Company, Pc Manchester, NH Jul 2012 - Apr 2013 < 1
Unemployed Wolfeboro, NH May 2012 - Jun 2012 < 1
Leone, Mcdonnell & Roberts Wolfeboro, NH Jun 2010 - May 2012 1
University Of New Hampshire Durham, NH May 2009 - May 2010 1
Acorns Durham, NH Feb 2007 - Apr 2009 2
Unemployed Durham, NH Sep 2005 - Feb 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Kyle M. Ross
Phone Number: 800-949-1422
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    1,571
    MILLIONS
  • Total Number of Accounts
    7,960
    ACCOUNTS
  • Average Account Value
    $197,401
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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