CHARLES WI ROSS is an investment adviser representative (IAR) with state registration records since 2005, appearing at 3 firms. Currently registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
| Firm | From | To | Current |
|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2011-09-29 | present | Yes |
| CONVERGENT WEALTH ADVISORS, LLC | 2008-10-01 | 2011-09-29 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2005-03-22 | 2008-09-09 | — |