Ross MorandCRD Number: 6233307
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ross Morand (CRD# 6233307) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 2 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||New York, NY||Jul 2013 - Current||3|
|Rose International, Inc.||New York, NY||May 2012 - Jul 2013||1|
|Columbia University||New York, NY||Apr 2012 - May 2012||< 1|
|Us Concepts LLC||New York, NY||Apr 2012 - Apr 2012||< 1|
|Columbia University||New York, NY||Aug 2011 - Apr 2012||< 1|
|Wedge Partners||New York, NY||May 2011 - Aug 2011||< 1|
|Columbia University||New York, NY||Aug 2010 - May 2011||< 1|
|The Armor Group||Cincinnati, OH||May 2010 - Aug 2010||< 1|
|Columbia University||New York, NY||Aug 2009 - May 2010||< 1|
|Heartwood Buildres||Cincinnati, OH||May 2009 - Aug 2009||< 1|
|Columbia University||New York, OH||Aug 2008 - May 2009||< 1|
|J & N Auto Electric||Cincinnati, OH||May 2008 - Aug 2008||< 1|
|St. Xavier High School||Cincinnati, OH||May 2004 - May 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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