Gregory Ross, financial advisor Covington KY
89 score

Gregory Ross

CRD Number: 6293229
Current Firm: Strategic Advisers, Inc.

Gregory Ross (CRD# 6293229) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Covington, KY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC Covington, KY Jan 2014 - Current 2
Green Life, LLC Dublin, OH Mar 2013 - Jan 2014 < 1
Hyde Park Golf & Country Club Cincinnati, OH Aug 2012 - Nov 2013 1
The National Basketball Academy Woodmere, OH Jul 2012 - Aug 2012 < 1
Centre College Athletics Department Danville, KY Apr 2011 - May 2012 1
Centre College Danville, KY Feb 2010 - May 2012 2
Romeo's Cincinnati Development Cincinnati, OH Jun 2011 - Aug 2011 < 1
The College Of Wooster Wooster, OH Aug 2008 - Dec 2010 2
The College Of Wooster Wooster, OH Aug 2008 - Dec 2010 2
Cincinnati Recreation Commission - California Golf Course Cincinnati, OH Jun 2009 - Aug 2009 < 1
Unemployed Cincinnati, OH Jun 2008 - Aug 2008 < 1
Archbishop Mcnicholas High School Cincinnati, OH Aug 2004 - May 2008 3
Hueber Brothers Cincinnati, OH Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2014
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Gregory J. Ross
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, 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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