Bennett
Gross

Leucadia Asset Management LLC

CRD#1420440
Investment Advisor
in Los Angeles, CA

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About this Advisor

Bennett Gross is a chartered financial analyst operating out of Los Angeles, California with 1 year of relevant experience. Gross is on the advisory team at Leucadia Asset Management LLC. The advisor has gained experience at Ep Wealth Advisors, Sanctuary Wealth, Jefferies LLC and L&S Advisors, Inc. Gross maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California and New York. Leucadia Asset Management LLC is an advisory firm that has its headquarters in New York, NY. It has offices in 10 locations and a total of 235 people on staff. It administers $5 billion in total assets among its 1,834 accounts, making it one of the largest firms in the United States by assets under management. The company provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Financial advisory fees are based on which services the firm provides the client. Fees billed by Leucadia Asset Management LLC most likely include asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 65, Series 63, Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees, Commissions, Performance-based Fees

Office Location

11100 Santa Monica Boulevard 11Th Floor
Los Angeles, CA 90025

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Leucadia Asset Management LLC Brokerage Details

Total Assets Under Management

$5,073,195,502

CA Average: $7,464,549,021
Total Number of Employees

235

CA Average: 88
Total Number of Accounts

1,834

CA Average: 3,892
Average Account Size

$2,766,192

CA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

Bennett Gross Work History

Bennett has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Jefferies LLC

2021 - 2022 (1 year)

Sanctuary Wealth

2016 - 2021 (5 years)

L&S Advisors, Inc

2012 - 2016 (4 years)

Ep Wealth Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bennett Gross to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Leucadia Asset Management LLC

Luis Tascon
Miami, FL
Yuan Yuan Pan
New York, NY
Gustavo Colomina
New York, NY
Michael Clurman
New York, NY
Hipolito Gamboa
Miami, FL
Kristin Venne
New York, NY
Elizabeth Fell
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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