Unclaimed Profile

Robert David Gross

EMERY & HOWARD PORTFOLIO MANAGEMENT·BURLINGAME, California

Series 65Clean record19 years registeredEMERY & HOWARD PORTFOLIO MANAGEMENT

333 LORTON AVENUE, BURLINGAME, CA 94010CRD# 5213637Firm CRD# 113079

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert David Gross · BURLINGAME, CA

Registration

CRD #5213637 · EMERY & HOWARD PORTFOLIO MANAGEMENT · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EMERY & HOWARD PORTFOLIO MANAGEMENT

CREATIVE PLANNING

Jan 2022 – Jan 2025

Burlingame, CA

EMERY HOWARD

Sep 2006 – Jan 2022

BURLINGAME, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 11, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EMERY & HOWARD PORTFOLIO MANAGEMENT

CRD 113079 · SEC 801-60292

AUM

$1.6B

Regulatory assets under management

Employees

640 client accounts

Services offered by EMERY & HOWARD PORTFOLIO MANAGEMENT

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EMERY & HOWARD PORTFOLIO MANAGEMENT →

Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BURLINGAME?

Browse all registered financial advisors in BURLINGAME, California or claim this profile if it's yours.

Browse BURLINGAME Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert David Gross offer?

Robert David Gross specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Robert David Gross's credentials?

Robert David Gross is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert David Gross located?

Robert David Gross is based in BURLINGAME, California, last registered with EMERY & HOWARD PORTFOLIO MANAGEMENT.

How does Robert David Gross charge for services?

Robert David Gross's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EMERY & HOWARD PORTFOLIO MANAGEMENT?

EMERY & HOWARD PORTFOLIO MANAGEMENT has approximately 6 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →