William Ross has been Founder/Principal/Chief Investment Officer of North Forty Two & Co. since October 1997, is a control person of the firm and directly owns 75% or more of it. William Ross studied at Bates College.
North Forty Two & Co. is a Lake Oswego, OR firm with $168M under management, 74 clients and 1 adviser across 2 offices, as of its March 2026 filing.
Will Ross is Founder and Chief Investment Officer of North Forty Two & Co. He founded William Ross & Associates, since renamed North Forty Two & Co., in 1998, and has served as Chief Investment Officer since founding the firm. Before founding it, he worked for the mutual fund company Eaton Vance Corp.
- North Forty Two & Co.Current– present · 15 yearsLake Oswego, OR · Adviser representative · Firm CRD 148417
Investment adviser representative registrations
William Ross is registered as an investment adviser representative in Oregon, since January 2011.
- OregonSince 11 January 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 July 1997 |
| Series 62 | Corporate Securities Limited Representative Examination | 9 June 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 December 1991 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 20 September 1991 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Corporate Securities Limited Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- William Lawrence Ross
- CRD
- 2177428
- Firm
- North Forty Two & Co. · CRD 148417
- Role
- Founder/Principal/Chief Investment Officer
- Office
- 525 3rd Street, Suite 200, Lake Oswego, OR 97034
- Registration
- Investment adviser registration
- In the industry since
- January 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- northfortytwo.com
Where does William Ross work?
William Ross has been Founder/Principal/Chief Investment Officer of North Forty Two & Co. since October 1997, and is a control person of the firm.
Is William Ross a financial advisor?
Yes. William Ross has a current investment-adviser registration in Oregon, through North Forty Two & Co. since January 2011.
How many years of experience does William Ross have?
William Ross has 15 years in the financial industry, since January 2011, across 1 adviser firm.
What exams has William Ross passed?
William Ross has passed 4 licensing exams: the Series 6, Series 63, Series 62 and Series 65. The earliest, the Series 6, was passed in September 1991.
Where is William Ross based?
William Ross’ registered office is in Lake Oswego, OR.
Is William Ross registered with FINRA?
No. William Ross has no current broker registration.
How can I verify William Ross’ record?
Search CRD 2177428 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Ross’ full registration record.