Unclaimed Profile

Ira N Ross

SPARTAN PLANNING & WEALTH MANAGEMENT, LLC·GREENSBORO, North Carolina

Series 7, Series 63, Series 65Clean record18 years registeredSPARTAN PLANNING & WEALTH MANAGEMENT, LLC

1931 NEW GARDEN RD, STE 220, GREENSBORO, NC 27410CRD# 722300Firm CRD# 166599

Profile Verification

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

Identity

Ira N Ross · GREENSBORO, NC

Registration

CRD #722300 · SPARTAN PLANNING & WEALTH MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

SPARTAN PLANNING GROUP

Sep 2016 – present

UNITED ADVISORS

Jan 2011 – May 2017

BOCA RATON, FL

UNITED ADVISORS SERVICES, LLC

Jul 2009 – Jan 2011

NEW YORK, NY

MORGAN STANLEY INVESTMENT ADVISORS INC.

Sep 2007 – Aug 2008

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · September 7, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SPARTAN PLANNING & WEALTH MANAGEMENT, LLC

CRD 166599 · SEC 801-118622

AUM

$280M

Regulatory assets under management

Employees

892 client accounts

Services offered by SPARTAN PLANNING & WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SPARTAN PLANNING & WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Ira N Ross offer?

Ira N Ross specializes in Financial Planning, Investment Management. Contact their office in GREENSBORO, North Carolina for a consultation.

What are Ira N Ross's credentials?

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

Where is Ira N Ross located?

Ira N Ross is based in GREENSBORO, North Carolina, working with SPARTAN PLANNING & WEALTH MANAGEMENT, LLC. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.

How does Ira N Ross charge for services?

Ira N Ross's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SPARTAN PLANNING & WEALTH MANAGEMENT, LLC?

SPARTAN PLANNING & WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $280M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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