Ross Weinberg (CRD# 7168461) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Zanesville, OH and has over 4 years of experience in the finance industry.
CRD# 5623767
Lpl Financial LLC
CRD# 3251296
Edward Jones
CRD# 4542547
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Zanesville, OH | Dec 2019 - Current | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Zanesville, OH | Aug 2019 - Current | 4 |
| Ohio University | Athens, OH | Jan 2019 - Aug 2019 | < 1 |
| Organic Technologies | Coshocton, OH | Apr 2018 - Jun 2019 | 1 |
| Lobster Lovers Express | Zanesville, OH | May 2017 - Aug 2018 | 1 |
| Winerak Market | Zanesville, OH | Jul 2017 - Apr 2018 | < 1 |
| Donald's Donuts | Zanesville, OH | May 2017 - Jul 2017 | < 1 |
| Variety Attractions | Zanesville, OH | Mar 2016 - May 2017 | 1 |
| Consolidated Electrical Distributors | Columbus, OH | Jul 2015 - Mar 2016 | < 1 |
| One49 North | Bowling Green, OH | Sep 2011 - May 2015 | 3 |
| Bowling Green State University | Bowling Green, OH | Aug 2011 - May 2015 | 3 |
| Heidelberg Distributing | Perrysburg, OH | May 2014 - Aug 2014 | < 1 |
| Bowling Green State University | Bowling Green, OH | Oct 2012 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- OH
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.