Merrill Lynch, Pierce, Fenner & Smith
47yrs
Top advisor by experience in Cincinnati
12yrs
Ross E Morand
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
Ross E Morand has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Cincinnati, Ohio. Ross has been with Merrill Lynch, Pierce, Fenner & Smith since 2014. Merrill Lynch, Pierce, Fenner & Smith offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 2459 advisors with offices in Cincinnati, and one of 1996 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office5905 E Galbraith Rd Investment Solutions Group, Cincinnati, OH 45236
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill Lynch, Pierce, Fenner & Smith
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2014 – now
Questions to ask Ross
Tailored to Ross’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ross
How do I contact Ross?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Ross E Morand. Ross works from the Cincinnati, OH office.
How long has Ross been a financial advisor?
Ross has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Ross hold?
Series 66. Tap any license on this page to see what it allows.
Is Ross a fiduciary?
Ross is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ross paid?
Merrill Lynch, Pierce, Fenner & Smith reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Ross for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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