Peter
Ross
Copperleaf Capital, LLC
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About this Advisor
Peter Ross is a financial advisor based in Raleigh, North Carolina, working with Copperleaf Capital, LLC. Peter has previously held positions at Fidelity Investments, Stevens Food Group, Panerabread LLC, Moe's Southwest Grill (Bullard Restaurant Group), and Copperleaf Capital, LLC. Peter has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Peter is part of Copperleaf Capital, LLC, which operates out of Raleigh, North Carolina. The firm has 7 employees and manages assets totaling $185.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Copperleaf Capital, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Copperleaf Capital, LLC Brokerage Details
$185,752,112
7
893
$208,009
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
Copperleaf Capital, LLC
Fidelity Investments
Stevens Food Group
Panerabread LLC
Moe'S Southwest Grill (Bullard Restaurant Group)
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
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.
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