Unclaimed Profile

Ross M Klein

CHANGEBRIDGE CAPITAL, LLC·BOSTON, Massachusetts

Clean recordCHANGEBRIDGE CAPITAL, LLC

180 CANAL STREET, SUIT 600, BOSTON, MA 02114CRD# 5559327Firm CRD# 308119

Profile Verification

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

Identity

Ross M Klein · BOSTON, MA

Registration

CRD #5559327 · CHANGEBRIDGE CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Ross M Klein is a registered financial advisor based in BOSTON, Massachusetts, affiliated with CHANGEBRIDGE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

CHANGEBRIDGE CAPITAL, LLC

AUM

$11M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CHANGEBRIDGE CAPITAL, LLC →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5559327

Firm CRD# 308119

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ross M Klein offer?

Ross M Klein specializes in Investment Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.

What are Ross M Klein's credentials?

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

Where is Ross M Klein located?

Ross M Klein is based in BOSTON, Massachusetts, working with CHANGEBRIDGE CAPITAL, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Ross M Klein charge for services?

Ross M Klein'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 CHANGEBRIDGE CAPITAL, LLC?

CHANGEBRIDGE CAPITAL, LLC has approximately 1 employees and manages $11M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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