Richard GrossCRD Number: 5396588
Current Firm: Bluesky Wealth Advisors, LLC
Richard Gross (CRD# 5396588) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in Pleasanton, CA and has over 9 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Fairway Asset Management, Inc.
|Bluesky Wealth Advisors, LLC||Pleasanton, CA||Sep 2013 - Current||3|
|Pleasanton Financial Advisors, LLC||Pleasanton, CA||Dec 2005 - Sep 2013||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2007|
Total Assets Under Management361MILLIONS
Total Number of Accounts1,274ACCOUNTS
Average Account Value$283,098
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, GA, IL, LA, NC, TX, VA