Stuart
Goss
First Horizon Advisors, Inc
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About this Advisor
Stuart Goss is a certified financial planner who works in Brentwood, Tennessee with 4 years of industry experience. Goss is an employee of First Horizon Advisors, Inc. During their career, the advisor has held roles at New York Life Investment Management LLC and First Tennessee. Goss holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Tennessee and Texas. First Horizon Advisors, Inc is a financial advisory business that has its headquarters in Memphis, TN. The investment advisory business has offices in 69 locations and a total of 224 employees. It handles $11 billion in assets among its 9,360 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 54 charities and foundations. Of its 9,360 customer accounts, just 10% are held by high-net-worth clients who have at least $1 million in investable assets. First Horizon Advisors, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on the financial services provided. Fees charged by First Horizon Advisors, Inc can be comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Horizon Advisors, Inc Brokerage Details
$11,300,952,063
224
9,360
$1,207,367
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
Stuart Goss Work History
Stuart has been registered as a financial advisor for 4 years.*
First Tennessee
New York Life Investment Management LLC
*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 Stuart Goss 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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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.
