William Ross, financial advisor Baltimore MD

William Ross

CRD Number: 2970251
Current Firm: Advice And Planning Services

William Ross (CRD# 2970251) is an Investment Advisor Representative working at Advice And Planning Services in Baltimore, MD and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Baltimore, MD Sep 2018 - Current 5
Tiaa-cref Individual & Institutional Services, LLC Baltimore, MD Sep 2018 - Current 5
Bank Of America, N.a. Hunt Valley, MD Jul 2016 - Sep 2018 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley, MD Jun 2016 - Sep 2018 2
Unemployed Owings Mills, MD Apr 2016 - Jun 2016 < 1
Strategic Advisers, Inc. Boston, MA Jul 2010 - Mar 2016 5
Fidelity Brokerage Services LLC Boston, MA Jan 2008 - Mar 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Oct 1998
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for William M. Ross
Phone Number: 212-490-9000
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    30,907
    MILLIONS
  • Total Number of Accounts
    76,892
    ACCOUNTS
  • Average Account Value
    $401,951
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, WY

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