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Terrel David Ross

TR CAPITAL MANAGEMENT, LLC·ROCKVILLE CENTRE, New York
Unclaimed Profile
100 MERRICK ROAD, ROCKVILLE CENTRE, NY 11570CRD# 4251312Firm CRD# 164268
01

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.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
TR CAPITAL MANAGEMENT, LLC
TR CAPITAL MANAGEMENT, LLC
AUM
$133M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at TR CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4251312
Firm CRD# 164268
No disclosures on file
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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Other advisors in ROCKVILLE CENTRE
John Joseph Suydam — KALMIA ADVISORS INC.Joseph Donald Esposito — THE PINNACLE FINANCIAL GROUPMichael Nathan Siegel — TR CAPITAL MANAGEMENT, LLCFrederick William Weiss — MPC CAPITAL ADVISORS, LLCMichael T. Pagano — VEST ASSURED, INC.
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