Ross Revenaugh, financial advisor Port Of Redwood City CA

Ross Revenaugh

CRD Number: 4265794
Current Firm: Avalon Capital Management

Ross Revenaugh (CRD# 4265794) is an Investment Advisor Representative working at Avalon Capital Management in Port Of Redwood City, CA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Avalon Capital Management. Redwood City, CA Jan 2020 - Current 1
Independent Counsultant Palo Alto, CA Aug 2019 - Dec 2019 < 1
Sanford C. Bernstein & Company, LLC San Francisco, CA Aug 2017 - Jul 2019 1
Echelon Asset Management Oakland, CA Jul 2016 - May 2017 < 1
Windhaven Investment Management, Inc. Menlo Park, CA Nov 2010 - Jul 2016 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2008
S63 Uniform Securities State Law Examination Sep 2017
Contact Info for Ross N. Revenaugh
Phone Number: 650-306-1500
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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