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Ross Woodring is a registered investment advisor at Morgan Stanley, based in Lafayette, LA, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
400 East Kaliste Saloom Road, Suite 1200, Lafayette, LA, 70508
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2006Settled
Other Business Activities
Ross is a partner in Ragin Cages, LLC, a recreation business, since 2017, and Dawg House Rentals, a real estate business, since 2024. He dedicates minimal time to administrative tasks for each business outside of business hours.
Employment History
Current Registrations
Morgan Stanley
May 2021 - Present · 5 yrs
Morgan StanleyBroker
May 2021 - Present · 5 yrs
Previous Registrations
UBS Financial Services INC.
September 2007 - May 2021 · 13 yrs 8 mos
UBS Financial Services INC.Broker
July 2007 - May 2021 · 13 yrs 10 mos
Citigroup Global Markets INC.Broker
March 2001 - August 2007 · 6 yrs 5 mos
State Registrations18 states
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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.