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Ross Bauer

Ross bauer

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location of Ross BauerNew York City Metropolitan Area
Phone number of Ross Bauer+91 xxxx xxxxx

  • Timeline

    May 2014 - Feb 2019

    Financial Advisor

    Wells Fargo Advisors
    Old Greenwich, CT
    Current Company
    Feb 2019 - now

    Founder, COO

    Merritt Point Wealth Advisors

  • About me

    Founder, COO at Merritt Point Wealth Advisors

  • Education

    • The university of connecticut

      2010 - 2014
      Bachelor of arts (ba) economics

    • Cheshire high school

      2006 - 2010

  • Experience

    • Wells fargo advisors

      May 2014 - Feb 2019

      • Financial Advisor

        Mar 2016 - Feb 2019

      • Associate

        May 2014 - Mar 2016

    • Merritt point wealth advisors

      Feb 2019 - now

      • Founder, COO

        Feb 2022 - now

      • Founder, Managing Partner

        Feb 2019 - Feb 2022

  • Licenses & Certifications

    • Series 24, general securities principal

      Finra (financial industry regulatory authority)
      Nov 2018

    • Accident, life and health insurance license

      National insurance producer registry
      May 2015

    • Series 66, uniform combined state law exam

      Financial industry regulatory authority (finra)
      Jan 2015

    • Series 7, general securities representative

      Financial industry regulatory authority (finra)
      Oct 2014

  • Honors & Awards

    • Awarded to Ross Bauer
      2024 Advisors to Watch 150 Advisors over $1 Billion AdvisorHub 2024 AdvisorHub Advisors to Watch: Awarded June 2024; Data compiled by AdvisorHub based on the time period from 12/31/23 - 12/31/23 (Source: AdvisorHub). See Disclosures: https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm
    • Awarded to Ross Bauer
      2024 Top Next-Gen Wealth Advisors Best-in-State Forbes 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). See Disclosures: https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm