Ross Michael Weinberg
Investment adviser representative at Kestra Private Wealth Services, LLC
10 yearsExperience
2 statesRegistered in
$13.5BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Kestra Private Wealth Services, LLCMay 2024 to now
- Kestra Investment Services, LLCMay 2024 to now
- Bank of America, N.A.Dec 2019 to May 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2019 to May 2024
- Ohio UniversityJan 2019 to Aug 2019
- Organic TechnologiesApr 2018 to Jun 2019
- Winerak MarketJul 2017 to Apr 2018
- Lobster Lovers ExpressMay 2017 to Aug 2018
- Donald's DonutsMay 2017 to Jul 2017
- Variety AttractionsMar 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Kestra Private Wealth Services, LLC
$13.5BAssets managed
20,230Clients
206Advisers
15 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
- 7168461
- Firm CRD
- 155193