Peter
Ross
Copperleaf Capital, LLC
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About this Advisor
Peter Ross is a financial advisor working in Raleigh, North Carolina with 1 year of relevant experience. Ross is an employee of Copperleaf Capital, LLC. During their career, Ross has held roles at Fidelity Investments, Stevens Food Group, Panerabread LLC, Moe'S Southwest Grill (Bullard Restaurant Group), Lynnwood Grill & Brewing Concern and Copperleaf Capital, LLC. Ross has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina. Copperleaf Capital, LLC is a company based in Raleigh, NC. It controls $160 million in total assets across its 703 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 703 customer accounts, 31% are held by high-net-worth clients who have greater than $1 million in assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on which services are offered. However, fee types charged by Copperleaf Capital, LLC most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Copperleaf Capital, LLC Brokerage Details
$159,978,205
7
703
$227,565
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Peter Ross Work History
Peter has been registered as a financial advisor for 1 years.*
Copperleaf Capital, LLC
Fidelity Investments
Stevens Food Group
Panerabread LLC
Moe'S Southwest Grill (Bullard Restaurant Group)
Lynnwood Grill & Brewing Concern
*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 Peter Ross 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 Copperleaf Capital, LLC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
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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