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David Ross

CONNETIC RIA LLC·COVINGTON, Kentucky
Unclaimed Profile
910 MADISON AVENUE, COVINGTON, KY 41011CRD# 2800185Firm CRD# 329078
01

About

David Ross is a registered financial advisor based in COVINGTON, Kentucky, affiliated with CONNETIC RIA LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
CONNETIC RIA LLC
CONNETIC VENTURES
AUM
$37M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CONNETIC RIA LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2800185
Firm CRD# 329078
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Ross offer?
David Ross specializes in Investment Management, Fee-Only Advisory. Contact their office in COVINGTON, Kentucky for a consultation.
What are David Ross's credentials?
David Ross is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Ross located?
David Ross is based in COVINGTON, Kentucky, working with CONNETIC RIA LLC. Their office serves clients in the COVINGTON metropolitan area and surrounding communities.
How does David Ross charge for services?
David Ross's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONNETIC RIA LLC?
CONNETIC RIA LLC has approximately 3 employees and manages $37M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Kentucky
LOUISVILLE (242)LEXINGTON (106)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)
City Guides
LOUISVILLE GuideLEXINGTON GuideFT. WRIGHT GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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