Donald L. Ross

ROSS WEALTH ADVISORS

COLUMBUS, OH 43221

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CRD#: 1786206

Professional summary

Donald Leonard Ross, who also goes by Don Ross Jr, Donald Leonard Ross Jr, is a registered financial advisor currently at ROSS WEALTH ADVISORS, LLC located in Columbus, Ohio.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Donald has worked at 12 firms and has passed the SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Don Ross Jr | Donald Leonard Ross Jr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ROSS WEALTH ADVISORS, NO, 1093 FISHINGER ROAD, COLUMBUS, OH 43221, FIXED INSURANCE SALES, AGENT, 2003, APPROXIMATELY 75% OF TIME IS SPENT IN THIS ACTIVITY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Leonard Ross's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 12, 2019 - Present

ROSS WEALTH ADVISORS, LLC

Office #1: 1093 Fishinger Road, Columbus, OH 43221

RIA

CRD#: 304359

COLUMBUS, OH

Past

October 15, 2015 - November 18, 2015

CENTER STREET SECURITIES, INC.

CRD#: 26898

COLUMBUS, OH

Past

May 12, 2015 - June 18, 2019

ADVANTAGE RETIREMENT GROUP

RIA

CRD#: 144417

Columbus, OH

Past

January 4, 2013 - April 28, 2015

SIGNATURE INVESTMENTS, INC.

RIA

CRD#: 113443

DAYTON, OH

Past

March 21, 2011 - October 15, 2013

SICOR SECURITIES INC

CRD#: 16195

COLUMBUS, OH

Past

March 4, 2011 - December 31, 2012

SICOR SECURITIES INC

RIA

CRD#: 16195

COLUMBUS, OH

Past

February 18, 2010 - March 3, 2011

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

COLUMBUS, OH

Past

July 2, 2008 - April 7, 2009

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

COLUMBUS, OH

Past

January 4, 2007 - July 21, 2008

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

COLUMBUS, OH

Past

September 8, 2005 - July 21, 2008

PARK AVENUE SECURITIES LLC

CRD#: 46173

COLUMBUS, OH

Past

July 7, 2000 - November 18, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

COLUMBUS, OH

Past

June 22, 2000 - November 18, 2003

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

June 22, 2000 - November 18, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

October 1, 1998 - June 13, 2000

DONAHUE SECURITIES, INC.

CRD#: 24330

CINCINNATI, OH

Past

October 15, 1996 - October 23, 1998

MM ASCEND LIFE INVESTOR SERVICES, LLC

CRD#: 36451

CINCINNATI, OH

Past

March 24, 1988 - May 17, 1990

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(6/12/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

SIE

Date: 11/18/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/27/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/14/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ROSS WEALTH ADVISORS, LLC

ROSS WEALTH ADVISORS, INC. | ROSS WEALTH ADVISORS, LLC

CRD#: 304359 / SEC#:

Ohio

Registered Investment Advisory firm - (6/12/2019 Approved)

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Contact information

Main Address

1093 Fishinger Road, Columbus, OH 43221

Mailing Address

Phone number

(614) 545-0277

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	499
AUM (Assets Under Management)	$ 103,709,331

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Donald L. Ross

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Leonard Ross's CRS (Customer Relationship Summary).

Certified licenses

Experience

CENTER STREET SECURITIES, INC.

ADVANTAGE RETIREMENT GROUP

SIGNATURE INVESTMENTS, INC.

SICOR SECURITIES INC

SICOR SECURITIES INC

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

GROVE POINT INVESTMENTS, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

DONAHUE SECURITIES, INC.

MM ASCEND LIFE INVESTOR SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

SIE

Date: 11/18/2015

Series 7

Date: 4/27/2000

Series 6

Date: 10/14/1996

Current Firm

ROSS WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ROSS WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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