Ross
Emrick
Lockwood Advisors Inc
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About this Advisor
Ross Emrick is a financial advisor who works in Pennington, New Jersey. Emrick is on the advisory team at Lockwood Advisors Inc. Emrick has gained experience at The Ohio State University, Northwestern Mutual, Marathon Petroleum Company LLC, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, J.P. Morgan Securities LLC, J.P. Morgan Chase Bank, Buffalo Cartridge Co, Meeder Investment Management, Inc, Born Again Home Remodeling, Pat Scales Remodeling and Pershing LLC. Emrick holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to operate in Alabama, California, Colorado, Connecticut, Delaware, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Lockwood Advisors Inc is a company based out of Pennington, NJ. It oversees $11 billion in assets across its 48,071 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 183 charities and foundations. Of its 48,071 accounts, just 4% are held by high-net-worth investors who have at least $1 million in assets available to invest. The company performs a diverse range of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on which service is provided. However, fees billed by Lockwood Advisors Inc most likely consist of some combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lockwood Advisors Inc Brokerage Details
$11,310,947,595
20
48,071
$235,297
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Ross Emrick Work History
Ross has been registered as a financial advisor for 0 years.*
Pershing LLC
Meeder Investment Management, Inc
Pat Scales Remodeling
Born Again Home Remodeling
J.P. Morgan Securities LLC
J.P. Morgan Chase Bank
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Marathon Petroleum Company LLC
Buffalo Cartridge Co
Northwestern Mutual
The Ohio State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ross Emrick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lockwood Advisors Inc
Pennington, NJ
Pennington, NJ
Pennington, NJ
Pennington, NJ
Pennington, NJ
Pennington, NJ
Pennington, NJ
Pennington, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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