Piers Ross (CRD# 7394150) is an Investment Advisor Representative working at Morgan Stanley in Irvine, CA and has over 3 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| E*trade Securities LLC | Newport Beach, CA | Nov 2023 - Current | < 1 |
| Morgan Stanley | Newport Beach, CA | Apr 2022 - Current | 2 |
| Shea Reza | Irvine, CA | Jul 2021 - Apr 2022 | < 1 |
| Northwestern Mutual Investment Services LLC | Irvine, CA | Sep 2021 - Mar 2022 | < 1 |
| Pacific Premier Trust | Irvine, CA | May 2021 - Jun 2021 | < 1 |
| None | Costa Mesa, CA | Feb 2021 - May 2021 | < 1 |
| Risa Tech Inc. | Foothill Ranch, CA | Jul 2018 - Feb 2021 | 2 |
| United States Soccer Federation | Chicago, IL | Jan 2018 - Jul 2018 | < 1 |
| Orange County Soccer Club | Irvine, CA | Jan 2017 - Jan 2018 | 1 |
| San Diego State University | San Diego, CA | Jan 2016 - Jan 2017 | 1 |
| Ocean State Community Resources | North Smithfield, RI | Aug 2014 - Jan 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2021 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- CA
- TX
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Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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, AZ, 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, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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