Michael D. Ross

T.R.U.E. COASTAL CAPITAL

Savannah, GA 31401

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CRD#: 5941473

Professional summary

Michael D Ross, who also goes by Michael D Ross, Michael D. Ross, is a registered financial advisor currently at T.R.U.E. COASTAL CAPITAL, LLC located in Savannah, Georgia and LEIGH BALDWIN & CO., LLC located in Savannah, Georgia.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Michael has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael D Ross | Michael D. 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael D Ross's CRS (Customer Relationship Summary).

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

November 23, 2025 - Present

T.R.U.E. COASTAL CAPITAL, LLC

Office #1: 21 East York Street, Savannah, GA 31401

RIA

CRD#: 281556

Savannah, GA

Current

March 25, 2024 - Present

LEIGH BALDWIN & CO., LLC

Office #1: 21 E York Street , Savannah, GA 31401

RIA

CRD#: 38751

Savannah, GA

Past

November 16, 2023 - October 20, 2025

T.R.U.E. COASTAL CAPITAL, LLC

RIA

CRD#: 281556

SAVANNAH, GA

Past

September 30, 2019 - December 13, 2023

MUTUAL ADVISORS, LLC

RIA

CRD#: 167658

Rochester, NY

Past

January 6, 2017 - September 30, 2019

NORTHLANDING FINANCIAL PARTNERS, LLC

RIA

CRD#: 167055

ROCHESTER, NY

Past

September 6, 2016 - March 26, 2024

MUTUAL SECURITIES, INC.

CRD#: 13092

Rochester, NY

Past

May 20, 2016 - September 2, 2016

WALL STREET FINANCIAL GROUP, INC.

CRD#: 35830

ROCHESTER, NY

Past

May 16, 2016 - December 31, 2016

NORTHLANDING FINANCIAL PARTNERS, LLC

RIA

CRD#: 167055

ROCHESTER, NY

Past

September 5, 2013 - May 16, 2016

HIGH FALLS ADVISORS, INC.

RIA

CRD#: 108678

ROCHESTER, NY

Past

June 28, 2013 - May 23, 2016

LEIGH BALDWIN & CO., LLC

CRD#: 38751

ROCHESTER, NY

Past

August 22, 2011 - June 28, 2013

WALL STREET FINANCIAL GROUP, INC.

CRD#: 35830

ROCHESTER, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

T.R.U.E. COASTAL CAPITAL, LLC

COASTAL CAPITAL MANAGEMENT, LLC | T.R.U.E. COASTAL CAPITAL, LLC | T.R.U.E COASTAL CAPITAL, LLC

CRD#: 281556 / SEC#: 801-134913

RIA

Registered Investment Advisory firm - (4/29/2025 Approved)

Georgia

Registered Investment Advisory firm - (5/22/2025 Terminated)

New York

Registered Investment Advisory firm - (5/22/2025 Terminated)

Texas

Registered Investment Advisory firm - (8/8/2023 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(3/25/2024)

Georgia
(3/25/2024)

IAR

Georgia
(11/24/2025)

Maine
(3/25/2024)

New York
(3/25/2024)

IAR

New York
(11/23/2025)

Pennsylvania
(3/25/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/10/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/20/2011

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

T.R.U.E. COASTAL CAPITAL, LLC

COASTAL CAPITAL MANAGEMENT, LLC | T.R.U.E. COASTAL CAPITAL, LLC | T.R.U.E COASTAL CAPITAL, LLC

CRD#: 281556 / SEC#: 801-134913

RIA

Registered Investment Advisory firm - (4/29/2025 Approved)

Georgia

Registered Investment Advisory firm - (5/22/2025 Terminated)

New York

Registered Investment Advisory firm - (5/22/2025 Terminated)

Texas

Registered Investment Advisory firm - (8/8/2023 Conditional Restricted)

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Contact information

Main Address

21 East York Street, Savannah, GA 31401

Mailing Address

Phone number

(912) 234-3657

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	360
AUM (Assets Under Management)	$ 109,153,476

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

Michael D. Ross

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael D Ross's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEIGH BALDWIN & CO., LLC

T.R.U.E. COASTAL CAPITAL, LLC

MUTUAL ADVISORS, LLC

NORTHLANDING FINANCIAL PARTNERS, LLC

MUTUAL SECURITIES, INC.

WALL STREET FINANCIAL GROUP, INC.

NORTHLANDING FINANCIAL PARTNERS, LLC

HIGH FALLS ADVISORS, INC.

LEIGH BALDWIN & CO., LLC

WALL STREET FINANCIAL GROUP, INC.

Primary Firm SEC Registration

T.R.U.E. COASTAL CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/10/2011

SIE

Date: 10/1/2018

Series 7

Date: 8/20/2011

FINRA

Current Firm

T.R.U.E. COASTAL CAPITAL, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

T.R.U.E. COASTAL CAPITAL, LLC

TRUST BUT VERIFY

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