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Peter Gross

17 Years of Experience
Colorado Springs, CO
Broker

Peter Gross is a registered investment advisor at T. Rowe Price Associates, INC., based in Colorado Springs, CO, with 17 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,921 clients with $1900B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
227 advisors
IM Fee
Planning only
Assets Under Management
$1934.2B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2220 Briargate Parkway, Colorado Springs, CO, 80920

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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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Employment History
Current Registrations
T. Rowe Price Investment Services, INC.
August 2023 - Present · 2 yrs 9 mos
T. Rowe Price Associates, INC.
August 2023 - Present · 2 yrs 9 mos
T. Rowe Price Investment Services, INC.Broker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Emerge Capital Management
March 2023 - August 2023 · 5 mos
Alps Distributors, INC.Broker
October 2022 - July 2023 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2020 - October 2022 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2020 - October 2022 · 2 yrs 7 mos
Park Avenue Securities LLC
March 2019 - March 2020 · 1 yr
Park Avenue Securities LLCBroker
December 2018 - March 2020 · 1 yr 3 mos
The Leaders Group, INC.Broker
May 2018 - September 2018 · 4 mos
Altegris Investments, LLCBroker
March 2012 - January 2018 · 5 yrs 10 mos
John Hancock Distributors LLCBroker
September 2007 - December 2011 · 4 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Peter Gross - Financial Advisor | TrueAdvisor