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Murray Sinclaire

ROSS, SINCLAIRE & ASSOCIATES, LLC·CINCINNATI, Ohio
SIE, Series 7, Series 24, Series 53, Series 55, Series 63ROSS, SINCLAIRE & ASSOCIATES, LLC
700 WALNUT STREET, CINCINNATI, OH 45202-2027CRD# 1365335Firm CRD# 25440

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Murray Sinclaire · CINCINNATI, OH
Registration
CRD #1365335 · ROSS, SINCLAIRE & ASSOCIATES, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 53
Series 55
Series 63
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
ROSS, SINCLAIRE & ASSOCIATES, LLC
CRD 25440 · SEC 801-78513
AUM
$354M
Regulatory assets under management
Employees
7
808 client accounts
Services offered by ROSS, SINCLAIRE & ASSOCIATES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ROSS, SINCLAIRE & ASSOCIATES, LLC →
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04

Frequently Asked Questions

What services does Murray Sinclaire offer?
Murray Sinclaire specializes in Financial Planning, Investment Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are Murray Sinclaire's credentials?
Murray Sinclaire is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Murray Sinclaire located?
Murray Sinclaire is based in CINCINNATI, Ohio, working with ROSS, SINCLAIRE & ASSOCIATES, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Murray Sinclaire charge for services?
Murray Sinclaire's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROSS, SINCLAIRE & ASSOCIATES, LLC?
ROSS, SINCLAIRE & ASSOCIATES, LLC has approximately 7 employees and manages $354M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ROSS, SINCLAIRE & ASSOCIATES, LLC

Beverly Ann Kennedy
CINCINNATI, OH
Karl A Mr Spisak
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