MG
ChFC
MG
ChFC

Matthew Gross

23 Years of Experience
St Louis, MO
BrokerSells Insurance

Matthew Gross is a ChFC-designated registered investment advisor, based in St Louis, MO, with 23 years of industry experience.

Location

5700 Oakland Ave, Ste 400, St Louis, MO, 63110

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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.

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Other Business ActivitiesSells Insurance

Matthew is an agent/broker for Co-Op Insurance and R.F. Brokerage, selling fixed insurance. He also owns Greenrock Properties, LLC, a family-owned property, and is an investor in JAMBES LLC, dedicating minimal time to each.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
August 2002 - August 2023 · 21 yrs
Securian Financial Services, INC.Broker
July 2002 - August 2023 · 21 yrs 1 mo
State Registrations29 states
ARAZCACOFLIDILINKSLAMAMDMIMNMONCNENMNYOHORPASCTNTXUTVAWAWI
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.
Matthew Gross - Financial Advisor | TrueAdvisor