Yehuda Gross
Yehuda Gross is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Boca Raton, FL, with 11 years of industry experience. Yehuda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
6601 Park of Commerce Blvd, Suite 12-082, Boca Raton, FL, 33487
Get directionsHistory
Regulatory History
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 ActivitiesSells Insurance
Yehuda is co-founder and financial advisor at Aequus Partners Financial Planning, spending about half his time managing accounts, providing financial planning, and developing investment strategies. He also identifies appropriate insurance based on financial plans and is involved in several community and leadership roles, including with the Jacobson Jewish Community Foundation and the Jewish Federation of South Palm Beach County.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations13 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.
Exams
More Advisors
- Eric CohenKestra Advisory Services, LLC
- Yanbin Zhu, CFPKestra Advisory Services, LLC
- Russell HermanKestra Advisory Services, LLC
- William BraunKestra Advisory Services, LLC
- Michael Walstrom, CFPKestra Advisory Services, LLC
- Edward GrimpeKestra Advisory Services, LLC