Ross E. Dugas

SCIENTIFIC FINANCIAL

Pearland, TX

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CRD#: 7621949

Professional summary

Ross Edward Dugas is a registered financial advisor currently at SCIENTIFIC FINANCIAL located in Pearland, Texas and BOLDIN ADVISORS located in Pearland, Texas.

Ross is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Ross has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) Ross Dugas is dually registered as an Investment Advisor Representative with NewRetirement, LLC d/b/a Boldin Advisors ("Boldin Advisors") and Scientific Financial, LLC ("Scientific Financial"). Business is conducted from Pearland, TX 77584. Boldin Advisors and Scientific Financial are not affiliated entities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ross Edward Dugas'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

February 13, 2023 - Present

SCIENTIFIC FINANCIAL

RIA

CRD#: 324543

Pearland, TX

Current

April 28, 2025 - Present

BOLDIN ADVISORS

RIA

CRD#: 294881

PEARLAND, 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

Louisiana
(3/7/2023)

IAR

Texas
(2/13/2023)

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: 7/29/2022

Uniform Investment Adviser Law Examination

Current Firm

SCIENTIFIC FINANCIAL

SCIENTIFIC FINANCIAL | SCIENTIFIC FINANCIAL, LLC

CRD#: 324543 / SEC#:

Louisiana

Registered Investment Advisory firm - (3/7/2023 Approved)

Texas

Registered Investment Advisory firm - (2/13/2023 Approved)

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Contact information

Main Address

Pearland, TX

Mailing Address

Phone number

(512) 466-0380

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Ross E. Dugas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

SCIENTIFIC FINANCIAL

BOLDIN ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 7/29/2022

Current Firm

SCIENTIFIC FINANCIAL

Contact information

Documents

Red Flags

Company Information

SCIENTIFIC FINANCIAL

TRUST BUT VERIFY

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