RD
RD

Ross Edward Dugas

2 Years of Experience
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fixed/Hourly
Firm Size
10 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
Loading...

Location

1 Belvedere Place, Suite 200, Mill Valley, CA, 94941

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Ross is dually registered as an Investment Advisor Representative with NewRetirement, LLC d/b/a Boldin Advisors and Scientific Financial, LLC. These two entities are not affiliated.

Employment History
Current Registrations
Boldin Advisors
April 2025 - Present · 10 mos
Scientific Financial
February 2023 - Present · 3 yrs
State Registrations2 states
LATX
Advisor
Exams
No exam information available for this advisor.
Ross Edward Dugas - Financial Advisor | TrueAdvisor