Eric S. Ross

F2 WEALTH

Cincinnati, OH 45249

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CRD#: 4873179

Professional summary

Eric Scott Ross, CFP®, who also goes by Eric Ross, is a registered financial advisor currently at F2 WEALTH located in Cincinnati, Ohio.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Eric has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric Ross

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.

Eric Ross, CFP� is an Investor at Mirken S I and Mirken S II. He generally doesn't devote time to this activity during trading hours. Eric Ross, CFP� provides strategic and operational consulting services via project-based engagements to other investment advisors. He generally devotes less than 10% of his time to this activity during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Scott 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®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

October 26, 2022 - Present

F2 WEALTH

Office #1: 9435 Waterstone Blvd Suite 140-90, Cincinnati, OH 45249

RIA

CRD#: 323559

Cincinnati, OH

Past

March 26, 2021 - September 15, 2022

MADISON WEALTH MANAGEMENT

RIA

CRD#: 111728

CINCINNATI, OH

Past

April 22, 2016 - February 17, 2021

TRUEPOINT, INC.

RIA

CRD#: 105664

Cincinnati, OH

Past

September 22, 2008 - December 31, 2013

SEQUOIA WEALTH COUNSEL

RIA

CRD#: 147789

CINCINNATI, OH

Past

January 7, 2005 - September 19, 2008

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

CINCINNATI, OH

Past

January 1, 2005 - September 19, 2008

UBS FINANCIAL SERVICES INC.

CRD#: 8174

CINCINNATI, OH

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
(10/26/2022)

IAR

Texas
(4/1/2024)

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

State Security Law Exam

IAR

Series 66

Date: 1/6/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/20/2004

General Securities Representative Examination

Current Firm

F2 WEALTH

F2 WEALTH | F2 WEALTH LLC

CRD#: 323559 / SEC#:

Ohio

Registered Investment Advisory firm - (10/26/2022 Approved)

Texas

Registered Investment Advisory firm - (3/21/2024 Conditional Restricted)

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Contact information

Main Address

9435 Waterstone Blvd Suite 140-90, Cincinnati, OH 45249

Mailing Address

Phone number

(513) 278-8064

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	89
AUM (Assets Under Management)	$ 15,728,513

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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Eric S. Ross

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Scott Ross's CRS (Customer Relationship Summary).

Certified licenses

Experience

F2 WEALTH

MADISON WEALTH MANAGEMENT

TRUEPOINT, INC.

SEQUOIA WEALTH COUNSEL

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/6/2005

Series 7

Date: 12/20/2004

Current Firm

F2 WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

F2 WEALTH

TRUST BUT VERIFY

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