Kyle Ross

Kyle Ross: Email & Phone Number

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Senior Wealth Strategy Associate - Executive Director at UBS|New Haven, Connecticut, United States

Position:

Senior Wealth Strategy Associate - Executive Director at UBS

Location:

New Haven, Connecticut, United States

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Last updated: 2026-07-05
Updated: 2026-07-05

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Work Experience 17 years

Senior Wealth Strategy Associate - Executive Director at UBS

Dec 2025 - Current

Financial Advisor at Fidelity Investments

Nov 2010 - Apr 2024

Financial Advisor at New England Financial

Jan 2009 - Nov 2010

Kyle Ross started working in 2009, then the employee has changed 2 companies and 1 job. On average, Kyle Ross works for one company for 5 years 3 months.

Their professional focus is Financial Advisory, Financial Planning, and Investment Advisory Services across 3 core areas.

Kyle holds **Registered States** CA, CT, FL, GA, ID, IL, IN, MA, ME, MN, NC, NE, NH, NJ, NY, OH, PA, RI, SC, SD, TN, TX, VA, VT, WI certifications.

Education

Bachelor of Business Administration - BBA at Southern Connecticut State University

Kyle Ross Namesakes

Name
Company
Position
Kyle Ross
Kdr Installations.
Custom Millwork Installer.
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Kyle Ross
Detail Line Lead
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Kyle Ross
Warehouse Operator
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