Ross Chawansky

FLOWRATE FINANCIAL

MOUNT PLEASANT, SC 29464

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CRD#: 6901769

Professional summary

Ross Chawansky, who also goes by Ross Matthew Chawansky, is a registered financial advisor currently at FLOWRATE FINANCIAL, LLC located in Mount Pleasant, South Carolina.

Ross is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Ross has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ross Matthew Chawansky

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.

Ross Chawansky is currently employed as Engineered Solutions for Faulkner Insight Partners. This activity accounts for approximately 170 hours per month. This may create a potential conflict of interest in that Ross Chawansky may dedicate up to 98 hours per month during trading hours to this outside business activity. This activity is not investment related. The address of Faulkner Insight Partners (Charleston SC office) is 4115 Dorchester Road #200, Charleston, SC 29405. Ross Chawansky's job duties include HVAC Commercial Systems Sales & Support.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ross Chawansky'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

November 20, 2023 - Present

FLOWRATE FINANCIAL, LLC

Office #1: 1501 Belle Isle Ave Suite 110, Mount Pleasant, SC 29464

RIA

CRD#: 328235

MOUNT PLEASANT, SC

Past

February 27, 2020 - November 1, 2023

OCEANSIDE ADVISORS LLC

RIA

CRD#: 170307

MOUNT PLEASANT, SC

Past

August 21, 2018 - December 4, 2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Charleston, SC

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

South Carolina
(11/20/2023)

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 65

Date: 2/22/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/14/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/21/2018

General Securities Representative Examination

Current Firm

FLOWRATE FINANCIAL, LLC

CRD#: 328235 / SEC#:

South Carolina

Registered Investment Advisory firm - (11/20/2023 Approved)

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Contact information

Main Address

1501 Belle Isle Ave Suite 110, Mount Pleasant, SC 29464

Mailing Address

Phone number

(843) 592-5146

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	13
AUM (Assets Under Management)	$ 6,184,000

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 Chawansky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

FLOWRATE FINANCIAL, LLC

OCEANSIDE ADVISORS LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/22/2020

Series 63

Date: 9/14/2018

SIE

Date: 10/1/2018

Series 7

Date: 8/21/2018

Current Firm

FLOWRATE FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FLOWRATE FINANCIAL, LLC

TRUST BUT VERIFY

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