Cheryl Gross, financial advisor Larkspur CA

Cheryl Gross

CRD Number: 6134763
Current Firm: Raub Brock Capital Management, LP

Cheryl Gross (CRD# 6134763) is an Investment Advisor Representative working at Raub Brock Capital Management, LP in Larkspur, CA and has over 7 years of experience in the finance industry. Cheryl 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
Raub Brock Capital Management, LP Larkspur, CA Oct 2017 - Current 6
Broadwing Capital Advisors, Inc. Mill Valley, CA Sep 2016 - Oct 2017 1
Town Of Tiburon Tiburon, CA Apr 2014 - Oct 2017 3
Broadwing Capital Advisors, Inc. Mill Valley, CA Nov 2012 - Sep 2016 3
Lisa Harper Word Processing Novato, CA Jun 2008 - Apr 2014 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2016
Contact Info for Cheryl L. Gross
Phone Number: 415-927-6990
Firm Website: http://www.raubbrock.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3,059
    MILLIONS
  • Total Number of Accounts
    7,037
    ACCOUNTS
  • Average Account Value
    $434,767
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, TX

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