Ross Terrasi
Ross Terrasi is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dundee, MI, with 2 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
326 Tecumseh St, Dundee, MI, 48131
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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 ActivitiesSells Insurance
Ross sells fixed insurance and owns RT Business Consulting, LLC, established to facilitate securities, advisory, and insurance business. He spends minimal time on fixed insurance sales and about half his time on RT Business Consulting, LLC.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations6 states
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