Peter
Gross

Emerge Capital Management

CRD#5387706
Investment Advisor
in Centennial, CO

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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

Series 63, Series 66

Years Registered*

less than 1 year

Services Offered

Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Centennial, CO

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Emerge Capital Management Brokerage Details

Total Assets Under Management

$368,045,688

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

8

CO Average: 88
Total Number of Accounts

3,305

CO Average: 3,892
Average Account Size

$111,360

CO Average: $1,917,921

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.*

2022 - Present (2 years)

Emerge Capital Management, Inc

2022 - Present (2 years)

Alps Distributors, Inc

2020 - 2022 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2020 - 2022 (2 years)

Bank Of America, N.A

2019 - 2019 (< 1 year)

Guardian Life Insurance Company

2019 - 2020 (1 year)

Park Avenue Securities

2018 - 2018 (< 1 year)

The Leaders Group Inc

2018 - 2018 (< 1 year)

Wealthvest

2018 - 2018 (< 1 year)

Guardian Life Insurance Company Of America

2018 - 2018 (< 1 year)

Park Avenue Securities

2018 - 2019 (1 year)

Guardian Life Insurance Company

2018 - 2019 (1 year)

Park Avenue Securities

2012 - 2018 (6 years)

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

Lisa Lake Langley
Buffalo, NY
Peter Gross
Centennial, CO
Mackenzie Wood
Buffalo, NY
Jonathan Haun
Buffalo, NY
Theron Picketts
Chicago, IL
Nicole Breitenstein
Wilder, KY
Alan Panzer
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.

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