Gary RossCRD Number: 5985102
Current Firm: Coastal Investment Advisors
Gary Ross (CRD# 5985102) is an Investment Advisor Representative working at Coastal Investment Advisors in Wilmington, DE and has over 6 years of experience in the finance industry.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Ameriprise Financial Services, Inc.
|Coastal Equities, Inc.||Wilmington, DE||May 2016 - Current||1|
|Coastal Investment Advisors, Inc.||Wilmington, DE||May 2016 - Current||1|
|Gulf Coast Advisors, Inc.||Palm Harbor, FL||May 2016 - Current||1|
|Veterans Ac & Heat Inc.||Palm Harbor, FL||May 2016 - Current||1|
|The Boxx Llc Dba Crossfit Palm Harbor||Palm Harbor, FL||May 2015 - Feb 2017||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|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2012|
|S65||NASAA Investment Advisors Law Examination||Oct 2012|
Total Assets Under Management282MILLIONS
Total Number of Accounts2,245ACCOUNTS
Average Account Value$125,734
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV
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