Collin Ross, financial advisor Waltham MA
88 score

Collin Ross

CRD Number: 6156553
Current Firm: Commonwealth Financial Network

Collin Ross (CRD# 6156553) is an Investment Advisor Representative working at Commonwealth Financial Network in Waltham, MA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Jan 2013 - Current 3
The Princeton Review Framingham, MA Oct 2012 - Dec 2012 < 1
Unemployed Mansfield, MA Jun 2012 - Sep 2012 < 1
Clemson University Clemson, SC Sep 2011 - May 2012 < 1
Perkins Taunton, MA May 2011 - Aug 2011 < 1
Clemson University Clemson, SC Sep 2010 - Apr 2011 < 1
Simora Lanscaping Mansfield, MA May 2010 - Aug 2010 < 1
Clemson University Clemson, MA Sep 2009 - Apr 2010 < 1
Showcase Cinema Foxboro, MA May 2009 - Aug 2009 < 1
Clemson University Clemson, SC Sep 2008 - Apr 2009 < 1
Catholic Tv Westwood, MA May 2008 - Aug 2008 < 1
Xaverian Brothers High School Westwood, MA Sep 2007 - May 2008 < 1
Catholic Tv Watertown, MA May 2007 - Aug 2007 < 1
Xaverian Brothers High School Westwood, MA Sep 2006 - Apr 2007 < 1
Edward's Movers Easton, MA Apr 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Collin Ross
Phone Number: 781-736-0700
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • 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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