Sean Paul Gross
AIF®, CFP®Professional Summary
Sean Paul Gross, AIF®, CFP® is a registered financial advisor currently at TELOS WEALTH located in Wenatchee, Washington. Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Sean has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
37 years in the financial services industry
Current & Past Employments
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Current Firm
TELOS WEALTH | TELOS WEALTH MANAGEMENT, LLC
Contact Information
Main Address
656 N. Miller St., Wenatchee, WA 98801Phone Number
(509) 664-8844# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
323AUM (Assets Under Management)
$75,371,453Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(3/11/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 1989About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Sean Paul Gross's CRS (Customer Relationship Summary).
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