Matthew Ross, financial advisor Salt Lake City UT

Matthew Ross

CRD Number: 4262698
Current Firm: Mill Creek Investment Management

Matthew Ross (CRD# 4262698) is an Investment Advisor Representative working at Mill Creek Investment Management in Salt Lake City, UT and has over 23 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Mill Creek Investment Management Salt Lake City, UT Aug 2014 - Current 9
Salt Lake Mattress & Mfg. Company Salt Lake City, UT Mar 2013 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2001
S66 NASAA Uniform Combined State Law Examination Feb 2011
Contact Info for Matthew A. Ross
Phone Number: 801-232-2429
Registered State(s):
  • UT
Current Firm Details
Mill Creek Investment Management
Firm's CRD Number: 172834
By the Numbers
  • Total Assets Under Management
    10
    MILLIONS
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $333,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

UT

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