Ross Kirwan (CRD# 5364235) is an Investment Advisor Representative working at Pgim Investments LLC in Charlotte, NC and has over 13 years of experience in the finance industry.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pgim Investments,llc | Charlotte, NC | Jan 2019 - Current | 5 |
| Prudential Investment Management Services LLC | Charlotte, NC | Jan 2019 - Current | 5 |
| Mbsc Securities Corporation | Atlanta, GA | Jul 2014 - Dec 2018 | 4 |
| Fs2 Capital Partners, LLC | Philadelphia, PA | Aug 2012 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- NJ
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Total Assets Under Management315,352MILLIONS
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Total Number of Accounts167ACCOUNTS
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Average Account Value$1,888,332,353
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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