Steven Gross
Steven Gross is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Myers, FL, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9726 Commerce Center Ct., Suite 1, Fort Myers, FL, 33908
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Regulatory History (1)
Customer Dispute
September 2008Other Business Activities
Steven is a co-trustee for two family trusts, dedicating minimal time to each. He is also the CEO of Robocavs LLC, an S corporation used to manage expenses for his financial planning practice, spending a few hours per week on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
Gruntal & CO. IncorporatedBroker
Americorp Securities, INC.Broker
State Registrations14 states
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.