Unclaimed Profile

Gary Scott Ross

PREMIER PRIVATE WEALTH MANAGEMENT, LLC·PALM HARBOR, Florida

SIE, Series 7, Series 24, Series 63, Series 65Clean record13 years registeredPREMIER PRIVATE WEALTH MANAGEMENT, LLC

1025 OHIO AVENUE, PALM HARBOR, FL 34683CRD# 5985102Firm CRD# 331860

Profile Verification

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

Identity

Gary Scott Ross · PALM HARBOR, FL

Registration

CRD #5985102 · PREMIER PRIVATE WEALTH MANAGEMENT, LLC · 13 years registered

Brand Profile

Not yet started

Career History

PREMIER PRIVATE WEALTH MANAGEMENT, LLC

Aug 2024 – present

REALTA INVESTMENT ADVISORS, INC

May 2016 – Aug 2024

PALM HARBOR, FL

WADDELL & REED

Jun 2013 – May 2016

TAMPA, FL

COASTAL INVESTMENT ADVISORS

Oct 2012 – Jun 2013

WILMINGTON, DE

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 11, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PREMIER PRIVATE WEALTH MANAGEMENT, LLC

CRD 331860 · SEC 801-130602

AUM

$108M

Regulatory assets under management

Employees

737 client accounts

Services offered by PREMIER PRIVATE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PREMIER PRIVATE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Gary Scott Ross offer?

Gary Scott Ross specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PALM HARBOR, Florida for a consultation.

What are Gary Scott Ross's credentials?

Gary Scott Ross is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary Scott Ross located?

Gary Scott Ross is based in PALM HARBOR, Florida, working with PREMIER PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the PALM HARBOR metropolitan area and surrounding communities.

How does Gary Scott Ross charge for services?

Gary Scott Ross's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PREMIER PRIVATE WEALTH MANAGEMENT, LLC?

PREMIER PRIVATE WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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