Stephen James Ross is an investment adviser representative (IAR) with state registration records since 2018, appearing at 3 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2026-02-11 | present | Yes |
| CAPITAL CLIENT GROUP, INC. | 2025-05-23 | 2026-01-14 | — |
| DIMENSIONAL FUND ADVISORS LP | 2022-11-21 | 2025-04-07 | — |
| CAPITAL CLIENT GROUP, INC. | 2018-08-06 | 2022-10-17 | — |