ROSS BERMAN is an investment adviser representative (IAR) with state registration records since 2021, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2023-01-12 | 2025-03-31 | — |
| UBS FINANCIAL SERVICES INC. | 2021-11-09 | 2022-10-24 | — |