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GR

Gage C. Ross

ROSS WEALTH GROUP
ARLINGTON, TX 76012
Some features on this profile are disabled
CRD#: 7294791
GR

Professional summary

Gage Clay Ross, who also goes by Gage Ross, is a registered financial advisor currently at ROSS WEALTH GROUP, LLC located in Arlington, Texas.

Gage is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Gage has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Gage 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 Gage Clay Ross'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

August 3, 2025 - Present

ROSS WEALTH GROUP, LLC

Office #1: 1325 W. Randol Mill Rd. Suite 100, Arlington, TX 76012
RIA
CRD#: 331750
ARLINGTON, TX
Past

July 25, 2025 - December 22, 2025

COPPELL ADVISORY SOLUTIONS LLC

RIA
CRD#: 156549
Arlington, TX
Past

December 9, 2021 - January 8, 2024

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
Arlington, TX
Past

September 14, 2020 - December 1, 2021

CREATIVEONE WEALTH, LLC

RIA
CRD#: 281213
Arlington, TX

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
Texas
(8/3/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/26/2020
Uniform Investment Adviser Law Examination

Current Firm

RW
ROSS WEALTH GROUP, LLC
ROSS WEALTH GROUP, LLC

CRD#: 331750 / SEC#:

Texas
Registered Investment Advisory firm - (12/20/2024 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1325 W. Randol Mill Rd. Suite 100, Arlington, TX 76012
Mailing Address
Phone number
(817) 795-7877
Established
Firm type
Fiscal year end
# of Employees
9

Documents

Latest Form ADV
0

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.

Company Information

ROSS WEALTH GROUP, LLC

CRD#: 331750Arlington, TX 76012

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