Ross
Emrick

Bny Advisors

CRD#6181910
Investment Advisor
in Pennington, NJ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Ross Emrick is a financial advisor based in Pennington, New Jersey, working with Bny Advisors. Ross has previously held positions at Northwestern Mutual, Marathon Petroleum Company LLC, The Ohio State University, 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, Pershing LLC, Bny Mellon Securities Corp, Bny Mellon Advisors, Inc, and Lockwood Advisors. Ross has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in multiple states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, 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. Currently, Ross is part of Bny Advisors, which operates out of Pennington, New Jersey. The firm has 3 offices and 80 employees. The firm manages assets totaling $19.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Bny Advisors includes asset-based, fixed, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

1800 American Blvd. Suite 300 - Pod D
Pennington, NJ 08534

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Bny Advisors Brokerage Details

Total Assets Under Management

$19,689,689,740

NJ Average: $10,121,009,343
Total Number of Employees

80

NJ Average: 92
Total Number of Accounts

103,756

NJ Average: 6,978
Average Account Size

$189,769

NJ Average: $1,450,417

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Ross Emrick Work History

2023 - Present (1 year)

Bny Mellon Securities Corp

2023 - Present (1 year)

Bny Mellon Advisors, Inc

2022 - Present (2 years)

Pershing LLC

2022 - 2023 (1 year)

Lockwood Advisors

2019 - 2022 (3 years)

Meeder Investment Management, Inc

2018 - 2019 (1 year)

Pat Scales Remodeling

2017 - 2022 (5 years)

Born Again Home Remodeling

2016 - 2017 (1 year)

J.P. Morgan Securities LLC

2016 - 2017 (1 year)

J.P. Morgan Chase Bank

2015 - 2016 (1 year)

Northwestern Mutual Life Insurance Company

2015 - 2016 (1 year)

Northwestern Mutual Investment Services LLC

2014 - 2014 (< 1 year)

Marathon Petroleum Company LLC

2014 - 2014 (< 1 year)

Buffalo Cartridge Co

2013 - 2014 (1 year)

Northwestern Mutual

2011 - 2015 (4 years)

The Ohio State University

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 Bny Advisors

Corbett Lawrence
Pennington, NJ
Marisol Naranjo
Pennington, NJ
John Hourigan
Pennington, NJ
Peter Conway
Pennington, NJ
Gregory Allison
Pennington, NJ
Romann Noelcin
Pennington, NJ
David Wilson
Pennington, NJ
Teresa Byrne
Pennington, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started