Unclaimed Profile

Curtis Richard Gross

FINANCIAL ADVANTAGE INC·COLUMBIA, Maryland

Clean recordFINANCIAL ADVANTAGE INC

10211 WINCOPIN CIRCLE, COLUMBIA, MD 21044-3308CRD# 3051771Firm CRD# 104610

Profile Verification

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

Identity

Curtis Richard Gross · COLUMBIA, MD

Registration

CRD #3051771 · FINANCIAL ADVANTAGE INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Curtis Richard Gross is a registered financial advisor based in COLUMBIA, Maryland, affiliated with FINANCIAL ADVANTAGE INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FINANCIAL ADVANTAGE INC

FAI WEALTH MANAGEMENT

AUM

$283M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FINANCIAL ADVANTAGE INC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 3051771

Firm CRD# 104610

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Curtis Richard Gross offer?

Curtis Richard Gross specializes in Financial Planning, Investment Management. Contact their office in COLUMBIA, Maryland for a consultation.

What are Curtis Richard Gross's credentials?

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

Where is Curtis Richard Gross located?

Curtis Richard Gross is based in COLUMBIA, Maryland, working with FINANCIAL ADVANTAGE INC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.

How does Curtis Richard Gross charge for services?

Curtis Richard 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 FINANCIAL ADVANTAGE INC?

FINANCIAL ADVANTAGE INC has approximately 8 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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