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Ross Cody Widham

THE Bank Street Group LLC

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About Ross Cody Widham

Ross Widham is a financial advisor with The Bank Street Group LLC and is registered in Connecticut and New York. Ross has been in the industry since 2014 and holds the Series 63, Series 79, and SIE licenses. Ross specializes in investment banking and is committed to providing personalized financial advice to his clients.

Firm Information

Ross Widham is currently registered with THE Bank Street Group LLC. THE Bank Street Group LLC is a Limited Liability Company formed on May 7, 2001. The firm is registered in 27 states and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

19

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.

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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Ross Widham’s Registration & Firm History

CT

11/18/2014 - Present

THE Bank Street Group LLC (STAMFORD CT)

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Licenses & Designations

BC

Issued 08/11/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2014

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ross Cody Widham.
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