Unclaimed Profile

Curtis Richard Gross

FINANCIAL ADVANTAGE INC·COLUMBIA, Maryland

Series 65Clean record28 years registeredFINANCIAL 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 · 28 years registered

Brand Profile

Not yet started

Career History

CWM, LLC

Aug 2023 – present

NORTHERN CAPITAL MANAGEMENT LLC

Jul 1998 – Mar 2003

MADISON, WI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 2, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL ADVANTAGE INC

CRD 104610 · SEC 801-31624

AUM

$283M

Regulatory assets under management

Employees

672 client accounts

Services offered by FINANCIAL ADVANTAGE INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL ADVANTAGE INC →

Introduction

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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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