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Leila Ross

Private Portfolio Partners, LLC

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About Leila Ross

Leila Ross is a financial advisor with over 30 years of experience in the industry. Leila is currently registered with Private Portfolio Partners, LLC and is licensed to provide investment advice in New Jersey and Texas. Leila has a wide range of experience in the financial services industry, having previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Donaldson, Lufkin & Jenrette Securities Corporation. Leila holds a Series 7, Series 63 and Series 65 license.

Firm Information

Leila Ross is currently registered with Private Portfolio Partners, LLC. Private Portfolio Partners, LLC is a registered investment advisor based in Paramus, New Jersey. The firm provides financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. They manage approximately $899,935,622 in assets for 2,238 clients. The firm also offers other investment advisory services, including solicitation/referral and consulting services, selection of other advisors, and portfolio management for businesses.
Private Portfolio Partners, LLC

461 FROM ROAD

PARAMUS, NJ 07652

$899.94M

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitation/referral and consulting services

Solicitation/referral and consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Leila Ross’s Registration & Firm History

NJ

01/06/2021 - Present

Private Portfolio Partners, LLC (PARAMUS NJ)

NJ

11/27/1992 - 06/07/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PARAMUS NJ)

NJ

07/27/1992 - 09/04/1992

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

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Licenses & Designations

IA

Issued 09/20/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/20/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Leila Ross. Review regulatory record here.
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