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Michael Ross

10 Years of Experience
Dunedin, FL
2 DisclosuresBroker

Michael Ross is a registered investment advisor at Ameriprise Financial Services, LLC, based in Dunedin, FL, with 10 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

595 Main St, Dunedin, FL, 34698-4998

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History

Regulatory History (2)
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Customer Dispute
July 2025
Denied
Criminal
July 2009
Final Disposition
Other Business Activities

Michael serves on the Board of Directors for Ross, dedicating minimal time. He also works for Insights by KJJD, Inc., spending about a third of his time there.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2015 - Present · 10 yrs 6 mos
Ameriprise Financial Services, LLC
November 2015 - Present · 10 yrs 6 mos
Ameriprise Financial Services, LLCBroker
November 2015 - Present · 10 yrs 6 mos
Previous Registrations
Proequities, INC.Broker
July 2015 - November 2015 · 4 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.