Andrew Scott Ross

Employer firm

Independent Financial Partners CRD 125112

$16.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• NON-DISCRETIONARY INVESTMENT ADVICE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 01/2020
  Fidelity Investments
  Greenwood Vlg, CO
• 07/2018 → 01/2020
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 01/2020 → 03/2021
  Diamond Wealth Management, Llc
  Alpiine, UT
• 01/2021 → 03/2021
  Diamond Wealth Management, Llc
  Alpine, UT
• 03/2021 → Present
  Independent Financial Partners
  Tampa, FL

Previous Registrations

• 2021-01-14 → 2021-06-23
  Diamond Wealth Management, Llc
  Alpine, UT
  Denver, CO
• 2018-07-13 → 2020-01-30
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2013-10-02 → 2018-07-13
  Strategic Advisers Llc
  Greenwood Village, CO
• 2011-04-18 → 2013-08-09
  Charles Schwab & Co., Inc.
  Englewood, CO
  Englewood, CO
  Englewood, CO
  Englewood, CO
  Austin, TX
• 2009-02-03 → 2011-03-30
  Strategic Advisers Llc
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2009-01-21
• S63 Uniform Securities Agent State Law Examination
  2001-04-30

Other Names

• Scott Ross