Matthew A. Ross
Professional summary
Matthew Asher Ross, who also goes by Matt Ross, is a registered financial advisor currently at MILL CREEK INVESTMENT MANAGEMENT located in Salt Lake City, Utah.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Matthew has worked at 3 firms and has passed the Series 66, Series 63, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Asher Ross's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 12, 2017 - Present
MILL CREEK INVESTMENT MANAGEMENT
March 30, 2015 - December 31, 2016
MILL CREEK INVESTMENT MANAGEMENT
December 20, 2010 - March 13, 2013
GOLDMAN SACHS & CO. LLC
December 14, 2000 - June 3, 2002
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/12/2017)
Exams
Current Firm
MILL CREEK INVESTMENT MANAGEMENT
CRD#: 172834 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 30 |
| AUM (Assets Under Management) | $ 10,000,000 |
Red Flags
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