Peter
Gross
Emerge Capital Management
Answer a few questions and
get matched with an advisor.
About this Advisor
Peter Gross is a financial advisor operating in Centennial, Colorado. Gross is currently employed by Emerge Capital Management. Their career trajectory has included roles at Altegris Investments, Inc, The Leaders Group Inc, Wealthvest, Guardian Life Insurance Company Of America, Park Avenue Securities, Guardian Life Insurance Company, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Emerge Capital Management, Inc and Alps Distributors, Inc. Gross holds Series 63 and Series 66 licenses, certifying them as a securities broker, and can operate in Colorado. Emerge Capital Management is a firm based out of Buffalo, NY. It controls $368 million in total assets across its 3,305 customer accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 3,305 customer accounts, 96% are associated with high-net-worth individuals who have more than $1 million in assets. The business performs a number of services, including portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fees usually are based on which services the firm provides the client. However, fees billed by Emerge Capital Management can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Emerge Capital Management Brokerage Details
$368,045,688
8
3,305
$111,360
Investment Advisory Services
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Peter Gross Work History
Peter has been registered as a financial advisor for 0 years.*
Emerge Capital Management, Inc
Alps Distributors, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Guardian Life Insurance Company
Park Avenue Securities
The Leaders Group Inc
Wealthvest
Guardian Life Insurance Company Of America
Park Avenue Securities
Guardian Life Insurance Company
Park Avenue Securities
Altegris Investments, Inc
*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 Peter 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 Emerge Capital Management
Buffalo, NY
Centennial, CO
Buffalo, NY
Buffalo, NY
Chicago, IL
Wilder, KY
Buffalo, 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.