DR
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Donald Ross

41 Years of Experience
Boston, MA
Broker

Donald Ross is a registered investment advisor, based in Boston, MA, with 41 years of industry experience.

Location

One Boston Place, 41st Floor, Boston, MA, 02108

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Donald is a Managing Director at Wainwright Investment Counsel, spending most of his time there. He also holds positions with Stuart Land & Cattle Co, Newport Preservation Society, and serves as trustee/co-trustee for five trusts, some of which are paid positions.

Employment History
Current Registrations
Wfs, LLCBroker
July 2002 - Present · 23 yrs 10 mos
Wainwright Investment Counsel LLC
February 2001 - Present · 25 yrs 3 mos
Previous Registrations
H.C. Wainwright & CO., INC.Broker
February 1996 - August 2002 · 6 yrs 6 mos
Fis Securities, INC.Broker
October 1992 - March 1995 · 2 yrs 5 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
July 1981 - November 1990 · 9 yrs 4 mos
State Registrations4 states
COFLMARI
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.
Donald Ross - Financial Advisor | TrueAdvisor