Alexander Gross, financial advisor Boston MA
96 score

Alexander Gross

CRD Number: 4623070
Current Firm: Daintree Advisors LLC

Alexander Gross (CRD# 4623070) is an Investment Advisor Representative working at Daintree Advisors LLC in Boston, MA and has over 14 years of experience in the finance industry. Alexander Gross has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Daintree Advisors LLC Boston, MA Nov 2011 - Current 5
Calibre Advisory Services, Inc. Waltham, MA Dec 2004 - Nov 2011 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2002
Contact Info for Alexander J. Gross
Phone Number: 617-848-3410
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,082
    MILLIONS
  • Total Number of Accounts
    1,031
    ACCOUNTS
  • Average Account Value
    $1,049,322
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CT, FL, IN, KY, MA, NH, NY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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