Ross Feldman
Investment adviser representative at LPL Financial LLC
11 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCJul 2026 to now
- LPL Financial (morristown Wealth Management)Jan 2026 to now
- Roy Moore Lobster CompanyMay 2023 to Dec 2025
- Beauport Hospitality GroupNov 2022 to Apr 2023
- Roy Moore Lobster CompanyAug 2022 to Oct 2022
- Gove & Feldman Insurance AgencyJun 2021 to Aug 2022
- Winslow Technology GroupJul 2019 to Dec 2019
- Safety Insurance CompanyJul 2018 to Dec 2018
- Northeastern UniversitySep 2016 to May 2021
- Roy Moore Lobster CompanyJun 2015 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MA, NJ).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 8215710
- Firm CRD
- 6413