Nicholas Travis Ross
Investment adviser representative at Ark Royal Wealth Management LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$169.3MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Ark Royal Wealth Management LLCAug 2021 to now
- TruistMay 2022 to Aug 2022
- North Carolina State UniversityAug 2019 to May 2023
- Secondary SchoolOct 2014 to Jul 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NC).
Ark Royal Wealth Management LLC
$169.3MAssets managed
121Clients
3Advisers
1 yearIn 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
- 8001371
- Firm CRD
- 175151