Alexander Laurence Ross

Employer firm

Main Street Investment Advisors, LLC CRD 146036

$250M regulatory AUM 29 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/2015 → 10/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 10/2017 → Present
  Main Street Investment Advisors
  Northbrook, IL

Previous Registrations

• 2015-01-09 → 2017-10-17
  Morgan Stanley
  Chicago, IL
• 2007-09-19 → 2015-02-04
  Credit Suisse Securities (Usa) Llc
  Northbrook, IL
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2007-09-18

Designations

• Certified Financial Planner

Other Names

• Alex Ross
• Alexander L Ross