Ross Kroll, financial advisor Sherman Oaks CA
88 score

Ross Kroll

CRD Number: 6369946
Current Firm: Mercer Global Advisors Inc.

Ross Kroll (CRD# 6369946) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Sherman Oaks, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Mercer Global Advisors Inc. Santa Barbara, CA Sep 2015 - Current 1
Mercer Global Advisors Inc. Santa Barbara, CA Jun 2014 - Sep 2015 1
Unemployed Unemployed, AZ May 2014 - Jun 2014 < 1
Steel Dor Of Tucson Tucson, AZ Aug 2013 - May 2014 < 1
University Of Arizona Tucson, AZ Aug 2010 - May 2014 3
Mercer Global Advisors Inc. Santa Barbara, CA May 2013 - Aug 2013 < 1
Tierra Antigua Realty Tucson, AZ Sep 2012 - May 2013 < 1
Cystic Fibrosis Foundation Tucson, AZ Aug 2012 - Dec 2012 < 1
Echo Global Logistics Scottsdale, AZ May 2012 - Aug 2012 < 1
Kroll Contractors Phoenix, AZ May 2011 - Aug 2011 < 1
Fwf Steel Phoenix, AZ Jan 2010 - Aug 2010 < 1
Chaparal High School Scottsdale, AZ Aug 2006 - May 2010 3
Kroll Contractors Tempe, AZ May 2006 - Aug 2006 < 1
King David School Scottsdale, AZ Aug 2003 - Aug 2006 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Ross A. Kroll
Phone Number: (800) 258-1559
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    6,074
    MILLIONS
  • Total Number of Accounts
    18,595
    ACCOUNTS
  • Average Account Value
    $326,627
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
  • 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
88
Clean Record
This advisor has a clean track record with regulators.

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