Gary
Ross
Coastal Investment Advisors
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About this Advisor
Gary Ross is a financial advisor based out of Wilmington, Delaware, with a total of 7 years of industry experience. Ross is an advisor for Coastal Investment Advisors. The advisor has gained experience at Fairview Township Pd, Coastal Equities, Inc, Donnelly Steen & Company, Ross Wealth Solutions LLC, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Rotary Club Of Palm Harbor, Palm Harbor Chamber Of Commerce, Power Partners, Freedom Property Ventures LLC, The Boxx LLC Dba Crossfit Palm Harbor, Gulf Coast Advisors, Inc, Veterans Ac & Heat Inc and Coastal Investment Advisors, Inc. Ross has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida, Georgia, North Carolina, Pennsylvania, South Carolina and Texas. Coastal Investment Advisors is a business operating out of Wilmington, DE. The firm has offices in 57 locations and a total of 77 financial advisors. It manages $781 million in assets across its 3,760 customer accounts, placing it among the bigger firms in the country by assets under management. The firm provides financial advice to three charitable organizations. Of its 3,760 accounts, just 1% are associated with high-net-worth clients who have at least $1 million in assets. The company performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees for financial management typically vary depending on which services the firm provides the client. Fee types charged by Coastal Investment Advisors most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Coastal Investment Advisors Brokerage Details
$780,734,272
77
3,760
$207,642
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Gary Ross Work History
Gary has been registered as a financial advisor for 7 years.*
Gulf Coast Advisors, Inc
Veterans Ac & Heat Inc
Coastal Equities, Inc
Coastal Investment Advisors, Inc
Freedom Property Ventures LLC
The Boxx LLC Dba Crossfit Palm Harbor
Rotary Club Of Palm Harbor
Palm Harbor Chamber Of Commerce
Power Partners
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
Coastal Equities, Inc
Donnelly Steen & Company
Ross Wealth Solutions LLC
Fairview Township Pd
*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 Gary Ross to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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