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Zachary D Ross

Investment Adviser Representative at EMERSON EQUITY LLC

Morristown, NJCRD #6148569Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
States Registered
4 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Zachary D. Ross has worked in the securities industry since 2017. They are registered to provide investment advisory services in California, Florida, New Jersey, and New York.

Registrations & licenses

Registration type
Dual-registered
Registered in 4 states
CaliforniaFloridaNew JerseyNew York
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/23/2013
SIE
Securities Industry Essentials Examination
Passed 9/6/2018
Series 7
General Securities Representative Examination
Passed 7/24/2013

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.025
Source

Emerson Equity LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

EMERSON EQUITY LLCCurrent
8/21/2024Morristown, NJ
INDEPENDENT WEALTH NETWORK, INC.Current
6/28/2024Morristown, NJ
FIDELITY PERSONAL AND WORKPLACE ADVISORS
11/24/20215/2/2023Morristown, NJ
EQUITABLE ADVISORS, LLC
12/16/20197/27/2021Morristown, NJ
J.P. MORGAN SECURITIES LLC
9/16/20169/6/2018Ridgewood, NJ
WELLS FARGO ADVISORS, LLC
10/13/20153/18/2016Morristown, NJ
C.J. COLETTA & COMPANY, INC.
5/27/20158/24/2015Hackensack, NJ
PARK AVENUE SECURITIES LLC
10/29/20143/18/2015Cranford, NJ
MORGAN STANLEY
8/29/20133/14/2014Ridgewood, NJ

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zachary D Ross has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Zachary D Ross - Financial Advisor in Morristown, NJ | AdvisorFinder