Best Investors Account Sign in

Edward Joshua Ross

Morgan Stanley

Gilbert, AZ

Paradise Valley, AZ

CRD 7111120

Claim This Profile
Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2020-09-30
TX RA APPROVED 2020-09-29
  • AZ RA
    APPROVED
    Since 2020-09-30
  • TX RA
    APPROVED
    Since 2020-09-29

Branch Locations

400 East Rivulon Boulevard, Gilbert, AZ 85297 • United States

Paradise Valley, AZ • 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
Morgan Stanley Gilbert AZ 06/2020 Present
Northwestern Mutual Deerfield IL 06/2019 08/2019
Pennymac Loan Services Thousand Oaks CA 05/2017 08/2017
University Of Arizona Tucson AZ 08/2016 06/2020
E*Trade Securities, Llc Gilbert AZ 07/2022 Present
  • 06/2020 → Present
    Morgan Stanley
    Gilbert, AZ
  • 06/2019 → 08/2019
    Northwestern Mutual
    Deerfield, IL
  • 05/2017 → 08/2017
    Pennymac Loan Services
    Thousand Oaks, CA
  • 08/2016 → 06/2020
    University Of Arizona
    Tucson, AZ
  • 07/2022 → Present
    E*Trade Securities, Llc
    Gilbert, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-27
  • S66 Uniform Combined State Law Examination
    2020-09-27
Other Names
  • Eddie Ross

View on SEC IAPD

Nearby Firms

WATTS GWILLIAM & COMPANY, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

DAVID BRUCE WATTS
MATTHEW CHAD WILLETT
Kimball E Gwilliam

Nearby Offices

WATTS GWILLIAM & COMPANY, LLC · GILBERT, AZ
WATTS GWILLIAM & COMPANY, LLC · GILBERT, AZ
CETERA INVESTMENT ADVISERS LLC · GILBERT, AZ

More in Gilbert, AZ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor