Ross Bauer is a registered investment advisor at Wells Fargo Advisors, based in Old Greenwich, CT, with 11 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1700 E Putnam Ave, Ste 200, Old Greenwich, CT, 06870
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ross has ownership stakes in several investment-related entities, including Cutler Andrews Capital Management, Sharpe 75 Corporation, Merritt Point Wealth Advisors LLC, MPF Holdings LLC, MPWA, LLC, MPWP LLC, and Merritt Point Growth Partners, LLC. He also serves as an arbitrator for FINRA and a trustee for Sharpe 75 401k.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations48 states
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