Adam
Gross

Advisory Services Network

CRD#4637994
Investment Advisor
in Houston, TX

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About this Advisor

Adam Gross is a financial advisor operating in Houston, Texas who has 6 years of industry experience. Gross is an advisor for Advisory Services Network. Over the course of their career, they have held roles at Sms Capital Management, Sk Gas International and Advisory Services Network, LLC. Gross maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Texas. Advisory Services Network is an advisory firm that has its headquarters in Atlanta, GA. It has offices in 84 locations and a total of 212 people on staff. It has $6 billion in assets across its 22,847 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 21 charities and foundations. Of its 22,847 client accounts, just 6% are held by high-net-worth individuals who have greater than $1 million in assets. Advisory Services Network provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services typically depend on which services are provided. Fees charged by Advisory Services Network can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Houston, TX

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Advisory Services Network Brokerage Details

Total Assets Under Management

$5,772,354,974

TX Average: $3,570,121,308
Total Number of Employees

212

TX Average: 58
Total Number of Accounts

22,847

TX Average: 1,608
Average Account Size

$252,653

TX Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Adam Gross Work History

Adam has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Advisory Services Network, LLC

2016 - 2017 (1 year)

Sms Capital Management

2013 - 2015 (2 years)

Sk Gas International

*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 Adam 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 Advisory Services Network

Brian Moore
Atlanta, GA
Kenneth Cordella
Atlanta, GA
Shannon Van Holstyn
Eagle River, AK
Benjamin Taylor
Portage, MI
Andrew Schorr
Atlanta, GA
John Downing
Atlanta, GA
Terry Layson
Atlanta, GA
Amy David
Atlanta, GA

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.

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