Unclaimed Profile

Terrel David Ross

TR CAPITAL MANAGEMENT, LLC·ROCKVILLE CENTRE, New York

Clean recordTR CAPITAL MANAGEMENT, LLC

100 MERRICK ROAD, ROCKVILLE CENTRE, NY 11570CRD# 4251312Firm CRD# 164268

Profile Verification

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

Identity

Terrel David Ross · ROCKVILLE CENTRE, NY

Registration

CRD #4251312 · TR CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Terrel David Ross is a registered financial advisor based in ROCKVILLE CENTRE, New York, affiliated with TR CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

TR CAPITAL MANAGEMENT, LLC

AUM

$133M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TR CAPITAL MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4251312

Firm CRD# 164268

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Terrel David Ross offer?

Terrel David Ross specializes in Investment Management, Retirement Planning. Contact their office in ROCKVILLE CENTRE, New York for a consultation.

What are Terrel David Ross's credentials?

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

Where is Terrel David Ross located?

Terrel David Ross is based in ROCKVILLE CENTRE, New York, working with TR CAPITAL MANAGEMENT, LLC. Their office serves clients in the ROCKVILLE CENTRE metropolitan area and surrounding communities.

How does Terrel David Ross charge for services?

Terrel David 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 TR CAPITAL MANAGEMENT, LLC?

TR CAPITAL MANAGEMENT, LLC has approximately 7 employees and manages $133M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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