Unclaimed Profile

Brendan Matthew Ross

DIRECT LENDING INVESTMENTS, LLC·GLENDALE, California

Series 6518 years registeredDIRECT LENDING INVESTMENTS, LLC

550 N. BRAND BLVD., GLENDALE, CA 91203CRD# 5245330Firm CRD# 282476

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brendan Matthew Ross · GLENDALE, CA

Registration

CRD #5245330 · DIRECT LENDING INVESTMENTS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DIRECT LENDING INVESTMENTS, LLC

GROSS DOMESTIC PRODUCT, INC

Jan 2014 – Jun 2014

MANHATTAN BEACH, CA

ROSS ASSET ADVISORS, INC.

Jun 2008 – Jan 2014

LA CANADA, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 27, 2008

Years registered · 18

Disclosure History

2020Civil·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

DIRECT LENDING INVESTMENTS, LLC

CRD 282476 · SEC 801-107150

AUM

$866M

Regulatory assets under management

Employees

3 client accounts

Services offered by DIRECT LENDING INVESTMENTS, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at DIRECT LENDING INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Brendan Matthew Ross offer?

Brendan Matthew Ross specializes in Retirement Planning.

What are Brendan Matthew Ross's credentials?

Brendan Matthew Ross is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brendan Matthew Ross located?

Brendan Matthew Ross is based in GLENDALE, California, last registered with DIRECT LENDING INVESTMENTS, LLC.

How does Brendan Matthew Ross charge for services?

Brendan Matthew Ross's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DIRECT LENDING INVESTMENTS, LLC?

DIRECT LENDING INVESTMENTS, LLC has approximately 27 employees and manages $866M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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