Charles
Ross
On Investment Management Co
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About this Advisor
Charles Ross is a financial advisor who works in Pittsburgh, Pennsylvania with a total of 6 years of relevant experience. Ross works at On Investment Management Co. Over the course of their career, they have held roles at New England Securities, Metlife Securities Inc, Ohio National Financial Services and The O.N. Equity Sales Company. Ross holds a Series 63 license, designating them as a securities broker, and is able to advise clients in Pennsylvania. On Investment Management Co is a financial advisory company that has its headquarters in Cincinnati, OH. The company has offices in 202 locations and a total of 256 financial advisors. It handles $2 billion in total assets across its 12,239 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 13 charities and foundations. Of its 12,239 client accounts, just 4% are held by high-net-worth clients who have greater than $1 million in assets available to invest. On Investment Management Co provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors depend on the type of services. However, fees charged by On Investment Management Co most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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On Investment Management Co Brokerage Details
$2,078,480,898
256
12,239
$169,824
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Charles Ross Work History
Charles has been registered as a financial advisor for 6 years.*
Ohio National Financial Services
The O.N. Equity Sales Company
Metlife Securities Inc
New England Securities
*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 Charles 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 On Investment Management Co
Rushville, IL
Tustin, CA
Southampton, PA
Mackinaw, IL
Jacksonville, FL
Mc Bain, MI
Napoleon, OH
Cincinnati, OH
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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