Zachary Ross is a registered investment advisor at Emerson Equity LLC, based in Morristown, NJ, with 8 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management. Their firm serves 679 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.50% |
| $1M+ | 2.25% |
Fees are negotiable. The Advisor, as a registered Broker-Dealer, also receives 12b-1 fees for certain mutual fund transactions.
Fee Estimator
Location
Morristown, NJ
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Zachary operates under the DBA Ross Capital Markets, acting as CEO/Founding Member to sell securities through Emerson Equity LLC. He is also an Investment Advisory Representative with Independent Wealth Network Inc., providing financial planning and portfolio management; both activities consume a full-time commitment.
Employment History
Current Registrations
Emerson Equity LLC
Emerson Equity LLCBroker
Independent Wealth Network, INC.
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
C.J. Coletta & Company, INC.
Garden State Securities, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations4 states
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.