SR
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Samuel Ross

San Francisco, CA
Broker

Samuel Ross is a registered investment advisor at Clsa Americas, LLC, based in San Francisco, CA. Samuel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments. Their firm serves 123 clients.

Compensation
Commission-Based
Firm Size
13 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

235 Montgomery Street, Suite 1026, San Francisco, CA, 94104

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Clsa Americas, LLC
August 2026 - Present · 2 mos
Clsa Americas, LLC
August 2026 - Present · 2 mos
Clsa Americas, LLCBroker
August 2026 - Present · 2 mos
State Registrations6 states
CAFLNYTXVAWA
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.
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