Brian Gruber
Brian Gruber is a registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Redding, CA, with 46 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 33,057 clients with $19B 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% |
Maximum total wrap fee is 2.50% annually, combining advisor and manager fees. Specific strategy rates vary, and fees are fully negotiable.
Fee Estimator
Location
169 Hartnell Ave, Suite 128, Redding, CA, 96002
Get directionsHistory
Regulatory History (1)
Criminal
June 1966Other Business Activities
Brian owns rental property in Redding, PA since 2016. He spends minimal time on this activity.
Employment History
Current Registrations
Benjamin F. Edwards & Company, INC.Broker
Benjamin F. Edwards & Company, Incorporated
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations30 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
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