Daniel M. Tetirick

ROSS WEALTH ADVISORS

COLUMBUS, OH 43221

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CRD#: 6164572

Professional summary

Daniel Matson Tetirick, who also goes by Daniel Tetirick, is a registered financial advisor currently at ROSS WEALTH ADVISORS, LLC located in Columbus, Ohio.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Daniel has worked at 2 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Tetirick

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.

As I transition to becoming an IAR for Ross Wealth Advisors I got the appropriate insurance licenses to be able to assist people with their Medicare needs. Commissions go to Ross Wealth Advisors and I am compensated accordingly.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Matson Tetirick'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 4, 2020 - Present

ROSS WEALTH ADVISORS, LLC

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

RIA

CRD#: 304359

COLUMBUS, OH

Past

April 30, 2013 - July 30, 2014

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

COVINGTON, KY

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
(6/4/2020)

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

Series 63

Date: 5/8/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/29/2013

General Securities 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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Daniel M. Tetirick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Matson Tetirick's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROSS WEALTH ADVISORS, LLC

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/8/2013

Series 7

Date: 4/29/2013

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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