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Matthew Asher Ross

Mill Creek Investment Management

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About Matthew Asher Ross

Matthew Ross is a financial professional with over a decade of experience in the industry. Matthew is currently registered with Mill Creek Investment Management and has been with them since 2014. Prior to that, Matthew was employed with Goldman, Sachs & Co. and Fidelity Brokerage Services LLC. Matthew holds a Series 3, Series 7, and Series 66 license. Matthew is also a Chartered Financial Analyst. Matthew has a strong focus on portfolio management for individuals and businesses.

Firm Information

Matthew Ross is currently registered with Mill Creek Investment Management. Mill Creek Investment Management is an investment advisor with 1 Investment Adviser Representatives. The firm manages approximately $10 million in regulatory assets under management. Mill Creek Investment Management provides portfolio management services for businesses and individuals.

$10.00M

Assets Under Management

Not reported

Total Clients

1

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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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.

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Matthew Ross’s Registration & Firm History

UT

04/12/2017 - Present

Mill Creek Investment Management (SALT LAKE CITY UT)

NY

12/20/2010 - 03/13/2013

GOLDMAN, SACHS & CO. (NEW YORK NY)

RI

12/14/2000 - 06/03/2002

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 02/04/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/11/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/29/2011

Series 3 - National Commodity Futures Examination

BC

Issued 12/17/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Asher Ross.
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