Unclaimed Profile

Howard I. Gross

MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC·INDIANAPOLIS, Indiana

Clean record26 years registeredMARKET STREET WEALTH MANAGEMENT ADVISORS, LLC

3091 E. 98TH STREET, INDIANAPOLIS, IN 46280CRD# 4577964Firm CRD# 122212

Profile Verification

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

Identity

Howard I. Gross · INDIANAPOLIS, IN

Registration

CRD #4577964 · MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC

LJI WEALTH MANAGEMENT, LLC

Dec 2022 – Dec 2023

MONTGOMERY, OH

DENALI WEALTH MANAGEMENT ADVISORS, LLC

Dec 2014 – Jul 2022

MONTOMERY, OH

MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC

Feb 2000 – Jan 2015

INDIANAPOLIS, IN

Registrations & Exams

Registration record

First registered · February 8, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC

CRD 122212 · SEC 801-62577

AUM

$572M

Regulatory assets under management

Employees

1,543 client accounts

Services offered by MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Howard I. Gross offer?

Howard I. Gross specializes in Financial Planning, Investment Management, Wealth Management.

What are Howard I. Gross's credentials?

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

Where is Howard I. Gross located?

Howard I. Gross is based in INDIANAPOLIS, Indiana, last registered with MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC.

How does Howard I. Gross charge for services?

Howard I. Gross'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 MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC?

MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC has approximately 11 employees and manages $572M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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