Donald
Ross
Corecap Advisors
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About this Advisor
Donald Ross is a financial advisor working out of Medina, Ohio with 1 year of relevant experience. Ross is an employee of Corecap Advisors. Throughout their career, they have worked at Uaw Legal Services Plan, Brown, Amodio & Chandler Lpa, Medina County Domestic Relations Court, Cooper Adel Vu Financial, Corecap Investments, LLC, Corecap Advisors, LLC and Cooper Adel Vu & Associates, Lpa. Ross has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Ohio. Corecap Advisors is an advisory company operating out of Southfield, MI. The investment advisory business has offices in 40 locations and a total of 121 advisors. It administers $2 billion in total assets among its 7,757 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 7,757 accounts, just 3% are associated with high-net-worth investors who have greater than $1 million in investable assets. Corecap Advisors offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees largely are based on which services the firm provides the client. Fees billed by Corecap Advisors may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Corecap Advisors Brokerage Details
$1,957,268,517
121
7,757
$252,323
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Donald Ross Work History
Donald has been registered as a financial advisor for 1 years.*
Cooper Adel Vu Financial
Corecap Investments, LLC
Corecap Advisors, LLC
Cooper Adel Vu & Associates, Lpa
Medina County Domestic Relations Court
Brown, Amodio & Chandler Lpa
Uaw Legal Services Plan
*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 Donald 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 Corecap Advisors
Saginaw, MI
Southfield, MI
Southfield, MI
Southfield, MI
Southfield, MI
Southfield, MI
Southfield, MI
Draper, UT
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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