Bryan Ross, financial advisor Jacksonville FL
90 score

Bryan Ross

CRD Number: 5928201
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bryan Ross (CRD# 5928201) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Jan 2012 - Current 4
Unemployed Jacksonville, FL Dec 2011 - Jan 2012 < 1
Axa Advisors, LLC Jacksonville, FL Jul 2011 - Dec 2011 < 1
Unemployed Jacksonville, FL Jun 2011 - Jul 2011 < 1
Nova Pressroom Products, LLC Jacksonville, FL Jan 2010 - Jun 2011 1
Biscayne Electric Motor &amp; Pump, Inc. Miami, FL Jan 2002 - Aug 2010 8
Nova Pressroom Products Jacksonville, FL Jan 2010 - Apr 2010 < 1
University Of North Florida Jacksonville, FL Aug 2005 - Jan 2010 4
University Of North Florida Jacksonville, FL Aug 2009 - Dec 2009 < 1
Biscayne Electric Motor & Pump Miami, FL May 2008 - Jul 2009 1
Publix Supermarkets Jacksonville, FL Feb 2007 - May 2008 1
University Of North Florida Jacksonville, FL May 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2011
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Bryan P. Ross
Phone Number: 800-637-7455
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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