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Ross Patrick Mcwilliams

Dakota Wealth, LLC

Mansfield, MA

Palm Beach Gardens, FL

CRD 5890506

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Employer firm

Dakota Wealth, LLC CRD 297987

$6.94B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Pension consulting
  • Selection of other advisers
  • OUTSOURCED INVESTMENT ADVISORY SERVICES FOR OTHER ADVISERS; TAX PREPARATION/FILING

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

Current Employers
Dakota Wealth, Llc

11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-09-02
  • MA RA
    APPROVED
    Since 2025-09-02

Branch Locations

272 Chauncy St Suite 5, Mansfield, MA 02048 • United States

11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gw&K Investment Management, Llc Boston MA 06/2012 08/2025
Dakota Wealth, Llc Mansfield MA 08/2025 Present
Previous Registrations
Designations
  • Chartered Financial Analyst
Other Names
  • Ross Mcwilliams

View on SEC IAPD

Nearby Firms

OSAIC INSTITUTIONS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DELPHINUS FINANCIAL ADVISORS, LLC

Nearby Investors

William Francis Hughes
KATERINA LUBONJA
Edward George Turnbull

Nearby Offices

OSAIC INSTITUTIONS, INC. · Mansfield, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MANSFIELD , MA
DELPHINUS FINANCIAL ADVISORS, LLC · MANSFIELD, MA

More in Mansfield, MA

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