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Leila Ross

LPL Financial LLC
33 Years of Experience
Paramus, NJ
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Leila Ross is a registered investment advisor at LPL Financial LLC, based in Paramus, NJ, with 33 years of industry experience. Leila is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

461 From Rd Ste 385, 3rd Floor, Paramus, NJ, 07652

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2002
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Leila operates L. Ross Wealth Management as a DBA for her LPL business and is an IAR participating in Private Portfolio Partners, a Hybrid RIA, dedicating about 10-20% of her time. She also works with Caruso Financial Group LLC, dedicating about a quarter of her time.

Employment History
Current Registrations
LPL Financial LLC
March 2025 - Present · 1 yr 7 mos
LPL Financial LLCBroker
May 2013 - Present · 13 yrs 5 mos
Previous Registrations
Private Portfolio Partners, LLC
January 2016 - April 2025 · 9 yrs 3 mos
LPL Financial LLC
May 2013 - September 2016 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2001 - June 2013 · 12 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1992 - June 2013 · 20 yrs 7 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
July 1992 - September 1992 · 2 mos
State Registrations25 states
AZCACOCTDEFLGAMAMDMEMNMSNCNJNMNVNYOHORPARISCTNTXVA
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.
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