Michael
Ross

Riggs Capital Management, LLC

CRD#2664674
Investment Advisor
in Smoot, WY

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About this Advisor

Michael Ross is a financial advisor based in Smoot, Wyoming, working with Riggs Capital Management, LLC. Michael has previously held positions at Fidelity Investments Institutional Services Company, Inc, Strategic Advisors Inc, Fidelity Personal And Workplace Advisors, and Crow Creek Wealth, LLC. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California, Utah, and Wyoming. Currently, Michael is part of Riggs Capital Management, LLC, which operates out of Smoot, Wyoming. The firm has 9 employees and manages assets totaling $275.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Riggs Capital Management, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

Smoot, WY

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Riggs Capital Management, LLC Brokerage Details

Total Assets Under Management

$275,331,534

WY Average: $693,624,108
Total Number of Employees

9

WY Average: 12
Total Number of Accounts

372

WY Average: 1,115
Average Account Size

$740,139

WY Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Michael Ross Work History

2019 - Present (6 years)

Crow Creek Wealth, LLC

2018 - 2019 (1 year)

Fidelity Personal And Workplace Advisors

2004 - 2018 (14 years)

Strategic Advisors Inc

1995 - 2019 (24 years)

Fidelity Investments Institutional Services Company, Inc

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Disclosures

Please visit the SEC profile of Michael Ross to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Riggs Capital Management, LLC

James Houston
American Fork, UT
Krey Thompson
American Fork, UT
David Anderson
American Fork, UT
Cameron Foster
American Fork, UT
Craig Riggs
Orem, UT
Jay Riggs
Pleasant Grove, UT
Michael Ross
Smoot, WY
Sheila Johnston
Louisville, KY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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