Ross Michael Pollard
Investment adviser representative at Breakwater Capital
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$156.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Breakwater CapitalMay 2015 to now
- American Express Financial AdvisorsDec 2001 to now
- Ids Life Insurance CompanyDec 2001 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 1 state (MI).
Breakwater Capital
Legal name: Breakwater Capital, LLC
$156.6MAssets managed
143Clients
2Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4487748
- Firm CRD
- 172498