Bradley Ross
Bradley Ross is a registered investment advisor at Ameriprise Financial Services, LLC, based in Greensboro, NC, with 7 years of industry experience. Bradley 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
401 N Edgeworth St, Ste A, Greensboro, NC, 27401
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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
Bradley has several business activities, including owning Bradley Ross Incorporated (a livestreaming platform), co-owning a restaurant/event space and real estate company, and owning an inflatable bounce house rental business. He also serves as Treasurer/Secretary for Ross and co-owns ECG Tax Services; these activities take up varying amounts of his time, from minimal to about a third of his time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
State Registrations21 states
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