MG
MG

Michael Gross

23 Years of Experience
Wyomissing, PA
Broker

Michael Gross is a registered investment advisor, based in Wyomissing, PA, with 23 years of industry experience.

Location

955 Penn Avenue, Wyomissing, PA, 19610

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

Michael works as a staff accountant at Alan Ross & Co., PC, dedicating about half their time to tax, auditing, and accounting services. Michael also provides consulting services, spending about a quarter of their time evaluating client accounting procedures and training staff, and serves as an executor, spending a few hours per week managing estate assets.

Employment History
Current Registrations
Valmark Advisers, INC.
November 2014 - Present · 11 yrs 6 mos
Valmark Securities, INC.Broker
November 2014 - Present · 11 yrs 6 mos
Previous Registrations
Commonwealth Financial Network
October 2010 - November 2014 · 4 yrs 1 mo
Commonwealth Financial NetworkBroker
October 2010 - November 2014 · 4 yrs 1 mo
NFP Securities, INC.
September 2010 - October 2010 · 1 mo
NFP Securities, INC.Broker
January 2003 - October 2010 · 7 yrs 9 mos
State Registrations1 state
PA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Gross - Financial Advisor | TrueAdvisor