Michael Ross has been an investment adviser representative at Aegis Wealth Group since June 2023, and is not listed among the firm’s executive officers or direct owners.
Aegis Wealth Group, LLC is a Midvale, UT firm with $248M under management, 803 clients and 15 advisers across 2 offices, as of its July 2026 filing.
Michael Ross’ longest registration was 3 years at Titan Securities (2019–2023). Before joining Aegis Wealth Group in 2023, Michael Ross was registered through Titan Securities.
- MHL InvestmentsAlso current– present · 3 yearsAbilene, TX · Adviser representative and broker · Firm CRD 2535
- Titan Securities– · 3 yearsAbilene, TX · Adviser representative · Firm CRD 131392
Investment adviser representative registrations
Michael Ross is registered as an investment adviser representative in Texas, since June 2023.
- TexasSince 8 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 January 2020 |
| Series 7TO | General Securities Representative Examination | 15 November 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 23 April 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 February 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michael Loryn Ross
- CRD
- 6283398
- Firm
- Aegis Wealth Group · CRD 222515
- Office
- 2449 S Willis St., Ste. 106, Abilene, TX 79605
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2014
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Michael Ross work?
Michael Ross is an investment adviser representative registered through Aegis Wealth Group, LLC since June 2023, and is not listed among the firm’s executive officers or direct owners.
Is Michael Ross a financial advisor?
Yes. Michael Ross has a current investment-adviser registration in Texas, through Aegis Wealth Group since June 2023.
How many years of experience does Michael Ross have?
Michael Ross has 12 years in the financial industry, since February 2014, across 3 adviser firms.
What exams has Michael Ross passed?
Michael Ross has passed 4 licensing exams: the Series 6, Series 63, Series 7TO and Series 65. The earliest, the Series 6, was passed in February 2014. FINRA credited Michael Ross with the SIE, which began in October 2018.
Where did Michael Ross work before Aegis Wealth Group?
Before Aegis Wealth Group, Michael Ross was registered through Titan Securities, December 2019 to May 2023.
Where is Michael Ross based?
Michael Ross’ registered office is in Abilene, TX.
Is Michael Ross registered with FINRA?
Yes. Michael Ross has a current broker registration, under CRD 6283398.
Source: FINRA BrokerCheck
How can I verify Michael Ross’ record?
Search CRD 6283398 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Michael Ross’ full registration record.