Eden E. Ross
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Eden Elizabeth Ross, who also goes by Eden Ross, was a registered financial professional .
Eden is a previously registered financial professional and started their career in finance in 2022. Eden had worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 11, 2023 - September 24, 2025
STORDAHL CAPITAL MANAGEMENT, INC.
January 9, 2023 - December 6, 2023
FIDELITY PERSONAL AND WORKPLACE ADVISORS
August 24, 2022 - November 30, 2023
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
STORDAHL CAPITAL MANAGEMENT, INC.
CRD#: 287916 / SEC#: 801-110611
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 8/23/2022
General Securities Representative ExaminationCurrent Firm
STORDAHL CAPITAL MANAGEMENT, INC.
CRD#: 287916 / SEC#: 801-110611
Contact information
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 985 |
| AUM (Assets Under Management) | $ 612,199,956 |
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.
