Michelle Ross has been an investment adviser representative at Asset Management Group since January 2019, and is not listed among the firm’s executive officers or direct owners. Michelle Ross holds a Bachelor's degree in Business Administration with a concentration in Management from Sacred Heart University.
Asset Management Group, Inc. is a Stamford, CT firm with $898M under management, 264 clients and 2 advisers in one office, as of its March 2026 filing.
Michelle Ross is with Asset Management Group, Inc. She began working there in 2007 as an Administrative Assistant and was promoted to Client Services Coordinator, responsible for addressing clients' financial planning and administrative needs. She was promoted to Executive Director in 2013 and to Vice President and Financial Planner in 2018.
- Asset Management Group, Inc.Current– present · 7 yearsStamford, CT · Adviser representative · Firm CRD 110116
Professional designations
Listed by Asset Management Group
- Registered Paraplanner (RP)
Investment adviser representative registrations
Michelle Ross is registered as an investment adviser representative in Connecticut, since January 2019.
- ConnecticutSince 29 January 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 December 2017 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 5809802
- Firm
- Asset Management Group · CRD 110116
- Office
- 60 LONG RIDGE ROAD, Stamford, CT 06902
- Registration
- Investment adviser registration
- In the industry since
- January 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- amgplanning.com
Where does Michelle Ross work?
Michelle Ross is an investment adviser representative registered through Asset Management Group, Inc. since January 2019, and is not listed among the firm’s executive officers or direct owners.
Is Michelle Ross a financial advisor?
Yes. Michelle Ross has a current investment-adviser registration in Connecticut, through Asset Management Group since January 2019.
How many years of experience does Michelle Ross have?
Michelle Ross has 7 years in the financial industry, since January 2019, across 1 adviser firm.
What exams has Michelle Ross passed?
Michelle Ross passed the Series 65 in December 2017.
Where is Michelle Ross based?
Michelle Ross’ registered office is in Stamford, CT.
Is Michelle Ross registered with FINRA?
No. Michelle Ross has no current broker registration.
How can I verify Michelle Ross’ record?
Search CRD 5809802 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michelle Ross’ full registration record.
