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Sharon Lynn Ross

Icapital Markets LLC

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About Sharon Lynn Ross

Sharon Lynn Ross is a financial advisor with Icapital Markets LLC. Sharon has been in the industry since 2008. She is licensed to provide investment advice in the state of New York. Sharon has held previous roles at ICAPITAL SECURITIES, LLC, ORCHARD SECURITIES, LLC, REALTY CAPITAL SECURITIES, LLC and CAREY FINANCIAL, LLC. She is registered with FINRA and holds the Series 7, Series 24 and Series 63 licenses as well as the SIE exam.

Firm Information

Sharon Ross is currently registered with Icapital Markets LLC. Icapital Markets LLC is a Limited Liability Company that was formed on August 13, 2001. The company is registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. Icapital Markets LLC is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

219

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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Sharon Ross’s Registration & Firm History

NY

11/30/2023 - Present

Icapital Markets LLC (NEW YORK NY)

NY

03/17/2023 - 11/30/2023

ICAPITAL SECURITIES, LLC (NEW YORK NY)

UT

04/03/2018 - 11/18/2019

ORCHARD SECURITIES, LLC (PLEASANT GROVE UT)

NY

11/03/2014 - 12/09/2015

REALTY CAPITAL SECURITIES, LLC (NEW YORK CITY NY)

NY

04/18/2003 - 11/03/2014

CAREY FINANCIAL, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/28/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/21/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sharon Lynn Ross.
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