Managing Member · Quotient Wealth Partners, LLC
Brandon M Ross
CRD 2963472 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Quotient Wealth Partners, LLC, an SEC-registered wealth manager based in Dallas, TX with $4.9 billion in regulatory assets, lists Brandon M Ross on its Form ADV as Managing Member, a control person. The SEC filings also name Brandon at 1 other registered adviser.
Firms and roles
- Quotient Wealth Partners, LLCManaging MemberWealth manager · Dallas, TX · $4.9B in regulatory assets
- Quotient Wealth Asset Management, LLCManaging MemberAsset manager · Dallas, TX · $0M in regulatory assets
AtlasMembers
Brandon’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Brandon’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Timothy R. HarderManaging Member and Chief Investment Officer, Quotient Wealth Partners, LLC
- JONATHAN A. BLUMENTHALManaging Member, Quotient Wealth Partners, LLC
- Jeffrey E RamseyDirector of Operations, Chief Compliance Officer, Quotient Wealth Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brandon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.