David
Gross

Wells Fargo Clearing Services, LLC

CRD#2111796
Investment Advisor
in New York, NY
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About this Advisor

David Gross is a certified financial planner based in New York, New York, with 15 years of work experience. Gross is an advisor for Wells Fargo Clearing Services, LLC. Over the course of their career, Gross has held roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Gross holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in New Jersey. Wells Fargo Clearing Services, LLC is an advisory company operating out of New York, New York. The investment advisory business has offices in 6,557 locations and a total of 26,409 employees. It controls $473 billion in total assets among its 1,432,715 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 6,248 charities and foundations. Of its 1,432,715 client accounts, 39% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The business offers a number 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 other services. Fees charged by financial advisors usually depend on the financial services provided. Fees charged by Wells Fargo Clearing Services, LLC can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1 Penn Plz Fl 27
New York, NY 10119

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

NY Average: $11,469,110,461
Total Number of Employees

26,352

NY Average: 458
Total Number of Accounts

1,434,106

NY Average: 33,415
Average Account Size

$302,067

NY Average: $343,232

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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
  • Other

David Gross Work History

David has 15 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2003 - 2009 (6 years)

Wachovia Securities, LLC

Disclosures

David Gross has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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