CR
CR

Christopher Ross

31 Years of Experience
Clayton, MO
Broker

Christopher Ross is a registered investment advisor at &partners, based in Clayton, MO, with 31 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
459 advisors
Number of Clients
32,200 clients
Average Client Portfolio
$439K average
Assets Under Management
$14.1B

Fee Structure

&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.

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Location

7701 Forsyth Blvd., 8th Floor, Clayton, MO, 63105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
&partners
November 2024 - Present · 1 yr 6 mos
&partnersBroker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Wells Fargo Advisors
February 2016 - November 2024 · 8 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
May 2013 - November 2024 · 11 yrs 6 mos
Wells Fargo Advisors, LLC
April 2013 - December 2015 · 2 yrs 8 mos
Chase Investment Services CORP.
June 2010 - December 2011 · 1 yr 6 mos
Chase Investment Services CORP.Broker
June 2010 - December 2011 · 1 yr 6 mos
Db Securities Services Nj INC.Broker
July 2009 - February 2010 · 7 mos
Blc Financial Services, INC.Broker
March 2008 - May 2009 · 1 yr 2 mos
Conseco Equity Sales, INC.Broker
August 2007 - December 2007 · 4 mos
Oneamerica Securities, INC.Broker
August 2004 - November 2006 · 2 yrs 3 mos
Oneamerica Securities, INC.
August 2004 - November 2006 · 2 yrs 3 mos
Charles Schwab & CO., INC.
March 2003 - July 2004 · 1 yr 4 mos
Charles Schwab & CO., INC.Broker
July 1998 - July 2004 · 6 yrs
Il Securities, INC.Broker
January 1996 - August 1998 · 2 yrs 7 mos
Garco Equity Sales, INC.Broker
August 1991 - November 1995 · 4 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
August 1989 - October 1989 · 2 mos
Metlife Securities INC.Broker
August 1989 - October 1989 · 2 mos
State Registrations2 states
ILMO
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.