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Stephen Mark Gross

STEPHEN M. GROSS, INC.·EDGEWATER, New Jersey
Series 3, Series 5, Series 7, Series 24, Series 63, Series 65Clean record20 years registeredSTEPHEN M. GROSS, INC.
115 RIVER ROAD SUITE 1208: BUILDING 12, EDGEWATER, NJ 07020CRD# 1064697Firm CRD# 122725

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Mark Gross · EDGEWATER, NJ
Registration
CRD #1064697 · STEPHEN M. GROSS, INC. · 20 years registered
Brand Profile
Not yet started
01

Career History

MEZZASALMA ADVISORS
Feb 2025 – present
STEPHEN M. GROSS, INC.
Dec 2005 – Dec 2024
EDGEWATER, NJ
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 5
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · December 12, 2005
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STEPHEN M. GROSS, INC.
CRD 122725 · SEC 801-66434
AUM
$68M
Regulatory assets under management
Employees
1
196 client accounts
Services offered by STEPHEN M. GROSS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STEPHEN M. GROSS, INC. →
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05

Frequently Asked Questions

What services does Stephen Mark Gross offer?
Stephen Mark Gross specializes in Financial Planning, Investment Management. Contact their office in EDGEWATER, New Jersey for a consultation.
What are Stephen Mark Gross's credentials?
Stephen Mark Gross is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Mark Gross located?
Stephen Mark Gross is based in EDGEWATER, New Jersey, working with STEPHEN M. GROSS, INC.. Their office serves clients in the EDGEWATER metropolitan area and surrounding communities.
How does Stephen Mark Gross charge for services?
Stephen Mark 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 STEPHEN M. GROSS, INC.?
STEPHEN M. GROSS, INC. has approximately 1 employees and manages $68M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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