Ross W. Emrick

MEEDER ADVISORY SERVICES

Dublin, OH 43017

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CRD#: 6181910

Professional summary

Ross Wendell Emrick, who also goes by Ross Emrick, Ross W Emrick, Ross Wendell Emrick, is a registered financial advisor currently at MEEDER ADVISORY SERVICES, INC. located in Dublin, Ohio and MEEDER DISTRIBUTION SERVICES, INC. located in Dublin, Ohio.

Ross is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Ross has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ross Emrick | Ross W Emrick | Ross Wendell Emrick

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.

BORN AGAIN HOME REMODELING, HOME REMODELING, NOT INVESTMENT RELATED, SINCE 07/2017, 2-3 HOURS PER WEEK OUTSIDE OF SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ross Wendell Emrick'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

October 25, 2024 - Present

MEEDER ADVISORY SERVICES, INC.

Office #1: 6125 Memorial Dr, Dublin, OH 43017

RIA

CRD#: 106814

Dublin, OH

Current

October 25, 2024 - Present

MEEDER DISTRIBUTION SERVICES, INC.

Office #1: 6125 Memorial Drive, Dublin, OH 43017-9767

CRD#: 36773

Dublin, OH

Past

May 4, 2023 - November 13, 2024

BNY MELLON SECURITIES CORPORATION

CRD#: 231

NEW YORK, NY

Past

January 5, 2023 - November 13, 2024

BNY ADVISORS

RIA

CRD#: 106108

PENNINGTON, NJ

Past

December 22, 2022 - March 4, 2024

PERSHING LLC

CRD#: 7560

JERSEY CITY, NJ

Past

May 7, 2021 - November 22, 2022

MEEDER ADVISORY SERVICES, INC.

RIA

CRD#: 106814

DUBLIN, OH

Past

July 29, 2019 - May 7, 2021

MEEDER ASSET MANAGEMENT, INC.

RIA

CRD#: 105794

DUBLIN, OH

Past

January 10, 2019 - November 22, 2022

MEEDER DISTRIBUTION SERVICES, INC.

CRD#: 36773

DUBLIN, OH

Past

May 6, 2016 - July 6, 2017

J.P. MORGAN SECURITIES LLC

CRD#: 79

COLUMBUS, OH

Past

September 10, 2015 - April 4, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Columbus, OH

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".

MEEDER ADVISORY SERVICES, INC.

MEEDER ADVISORY SERVICES, INC | MEEDER INVESTMENT MANAGEMENT, INC. | MEEDER ADVISORY SERVICES, INC.

CRD#: 106814 / SEC#: 801-40023

RIA

Registered Investment Advisory firm - (10/23/1991 Approved)

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

Ohio
(10/25/2024)

IAR

Ohio
(10/25/2024)

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: 3/26/2021

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/6/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/6/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/10/2015

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

MEEDER ADVISORY SERVICES, INC.

MEEDER ADVISORY SERVICES, INC | MEEDER INVESTMENT MANAGEMENT, INC. | MEEDER ADVISORY SERVICES, INC.

CRD#: 106814 / SEC#: 801-40023

RIA

Registered Investment Advisory firm - (10/23/1991 Approved)

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Contact information

Main Address

6125 Memorial Dr, Dublin, OH 43017

Mailing Address

P. O. Box 7177, Dublin, OH 43017

Phone number

(866) 633-3371

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MEEDER ADVISORY SERVICES, INC. - 2025 BROCHURE (11/12/2025)

Regulatory assets under management

Total Number of Accounts	3,800
AUM (Assets Under Management)	$ 2,088,369,039

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

Ross W. Emrick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ross Wendell Emrick's CRS (Customer Relationship Summary).

Certified licenses

Experience

MEEDER DISTRIBUTION SERVICES, INC.

BNY MELLON SECURITIES CORPORATION

BNY ADVISORS

PERSHING LLC

MEEDER ADVISORY SERVICES, INC.

MEEDER ASSET MANAGEMENT, INC.

MEEDER DISTRIBUTION SERVICES, INC.

J.P. MORGAN SECURITIES LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

MEEDER ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/26/2021

Series 63

Date: 10/6/2015

SIE

Date: 7/6/2017

Series 7

Date: 9/10/2015

FINRA

Current Firm

MEEDER ADVISORY SERVICES, INC.

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MEEDER ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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