Ross Sadoff, financial advisor Nashville TN
96 score

Ross Sadoff

CRD Number: 5498333
Current Firm: Advised Assets Group, LLC

Ross Sadoff (CRD# 5498333) is an Investment Advisor Representative working at Advised Assets Group, LLC in Nashville, TN and has over 8 years of experience in the finance industry. Ross Sadoff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Advised Assets Group Chattanooga, TN Oct 2015 - Current 1
Ifg Chattanooga, TN Sep 2012 - Oct 2015 3
Signator Investors Inc. Nashville, TN Feb 2008 - Aug 2012 4
Beth El Synagogue Norfolk, VA Oct 2007 - Feb 2008 < 1
Ramah Darom Inc. Atlanta, GA Aug 2004 - Sep 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2008
S65 NASAA Investment Advisors Law Examination Feb 2009
Contact Info for Ross L. Sadoff
Phone Number: 303-737-1742
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    25,172
    MILLIONS
  • Total Number of Accounts
    28,609
    ACCOUNTS
  • Average Account Value
    $879,847
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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
96
Clean Record
This advisor has a clean track record with regulators.

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