Ross S. Anderson

CRAFTWORK CAPITAL LLC

ALEXANDRIA, VA 22314

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CRD#: 5483452

Professional summary

Ross Stefan Anderson, CFP® is a registered financial advisor currently at CRAFTWORK CAPITAL LLC located in Alexandria, Virginia.

Ross is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Ross has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Business Name: Anderson Entertainment; Investment Related: No; Business Address: 11445 Fogarty Ct. Fairfax VA 22030; Nature of Other Business: DJ Services; Position/Title: Owner; Duties: DJ; Start Date: 06/2001; Approximate # of hours/month: 15; Approximate # of hours/month during securities trading hours: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ross Stefan Anderson'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: 2012

Experience

Current

January 14, 2021 - Present

CRAFTWORK CAPITAL LLC

Office #1: 201 N. Union St Suite 110, Alexandria, VA 22314

RIA

CRD#: 311626

ALEXANDRIA, VA

Past

July 29, 2014 - January 5, 2021

MOTLEY FOOL WEALTH MANAGEMENT, LLC

RIA

CRD#: 165689

ALEXANDRIA, VA

Past

July 13, 2012 - July 15, 2014

MORGAN STANLEY

RIA

CRD#: 149777

MCLEAN, VA

Past

July 13, 2012 - July 15, 2014

MORGAN STANLEY

CRD#: 149777

MCLEAN, VA

Past

June 4, 2008 - August 6, 2012

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

FAIRFAX, VA

Past

May 7, 2008 - August 6, 2012

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

FAIRFAX, VA

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

California
(5/10/2022)

IAR

District of Columbia
(11/29/2021)

IAR

Florida
(2/7/2024)

IAR

Illinois
(5/11/2023)

IAR

Maryland
(1/14/2021)

IAR

New York
(6/12/2023)

IAR

North Carolina
(4/11/2023)

IAR

Pennsylvania
(1/2/2024)

IAR

Texas
(5/15/2021)

IAR

Virginia
(1/14/2021)

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: 6/2/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/6/2008

General Securities Representative Examination

Current Firm

CRAFTWORK CAPITAL LLC

CRD#: 311626 / SEC#:

California

Registered Investment Advisory firm - (5/10/2022 Approved)

District of Columbia

Registered Investment Advisory firm - (11/29/2021 Approved)

Florida

Registered Investment Advisory firm - (2/7/2024 Approved)

Illinois

Registered Investment Advisory firm - (5/11/2023 Approved)

Maryland

Registered Investment Advisory firm - (1/14/2021 Approved)

New York

Registered Investment Advisory firm - (6/12/2023 Approved)

North Carolina

Registered Investment Advisory firm - (4/11/2023 Approved)

Pennsylvania

Registered Investment Advisory firm - (1/2/2024 Approved)

Texas

Registered Investment Advisory firm - (5/5/2021 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (1/11/2021 Approved)

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Contact information

Main Address

201 N. Union St Suite 110, Alexandria, VA 22314

Mailing Address

Phone number

(703) 596-5575

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	403
AUM (Assets Under Management)	$ 85,498,427

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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Ross S. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ross Stefan Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CRAFTWORK CAPITAL LLC

MOTLEY FOOL WEALTH MANAGEMENT, LLC

MORGAN STANLEY

MORGAN STANLEY

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/2/2008

Series 7

Date: 5/6/2008

Current Firm

CRAFTWORK CAPITAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CRAFTWORK CAPITAL LLC

TRUST BUT VERIFY

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