RBC Capital Markets
47yrs
Top advisor by experience in Greenville
4yrs
Ross Coll
Financial advisor at Strategic Advisers
Ross Coll is a fiduciary financial advisor in Greenville, South Carolina, with 4 years in the industry. Ross joined Strategic Advisers in 2025, after a year at Fidelity Personal and Workplace Advisors and a year at Edward Jones. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 749 advisors with offices in Greenville, and one of 712 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office210 South Main St, Greenville, SC 29601
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing 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
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- Nov 2023 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
- May 2022 – Oct 2023Edward JonesPreviously
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?
- What does a financial plan with you include, and how often is it updated?
- 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 Strategic Advisers at (617) 563-7000 and ask for Ross Coll. Ross works from the Greenville, SC office.
How long has Ross been a financial advisor?
Ross has been in the industry since 2022, about 4 years. 4 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?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Ross for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
The Fiduciary Alliance
46yrs
Top advisor by experience at The Fiduciary Alliance
Merrill
46yrs
Top 1% by experience in Greenville
Kestra Private Wealth Services
45yrs
Top 1% by experience in South Carolina
Wealth Enhancement Advisory Services
45yrs
Top 1% by experience in Greenville
Raymond James & Associates
45yrs
Top 1% by experience in Greenville