Gary Ross, financial advisor Palm Harbor FL
90 score

Gary Ross

CRD Number: 5985102
Current Firm: Coastal Investment Advisors

Gary Ross (CRD# 5985102) is an Investment Advisor Representative working at Coastal Investment Advisors in Palm Harbor, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Veterans Ac & Heat Inc. Palm Harbor, FL May 2016 - Current < 1
Gulf Coast Advisors, Inc. Palm Harbor, FL May 2016 - Current < 1
The Boxx Llc Dba Crossfit Palm Harbor Palm Harbor, FL May 2015 - Current 1
Waddell & Reed, Inc. Tampa, FL Jun 2013 - May 2016 2
Various Insurance Carriers For W&r Insurance Agencies Palm Harbor, FL Jun 2013 - May 2016 2
Palm Harbor Chamber Of Commerce Palm Harbor, FL Jan 2014 - Jan 2016 2
Power Partners Odessa, FL Jan 2014 - Jan 2016 2
Rotary Club Of Palm Harbor Palm Harbor, FL Jul 2014 - Jun 2015 < 1
Freedom Property Ventures LLC Palm Harbor, FL Jan 2015 - Feb 2015 < 1
Coastal Equities, Inc. Wilmington, DE Sep 2011 - Jun 2013 1
Ross Wealth Solutions LLC York, PA Oct 2011 - May 2013 1
Donnelly Steen & Company Wilmington, DE Sep 2011 - May 2013 1
Fairview Township Pd New Cumberland, PA Jan 2007 - May 2013 6
Northeastern Regional Pd Mt. Wolf, PA Jun 2003 - Jan 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
S65 NASAA Investment Advisors Law Examination Oct 2012
Contact Info for Gary S. Ross
Phone Number: 888-657-5200
Registered State(s):
  • FL
  • SC
  • PA
By the Numbers
  • Total Assets Under Management
    302
    MILLIONS
  • Total Number of Accounts
    1,608
    ACCOUNTS
  • Average Account Value
    $187,632
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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