Craig M. Gross
Professional summary
Craig Michael Gross, who also goes by Craig Gross, is a registered financial advisor currently at T. ROWE PRICE ADVISORY SERVICES, INC. located in Owings Mills, Maryland and T. ROWE PRICE INVESTMENT SERVICES, INC. located in Owings Mills, Maryland.
Craig is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Craig has worked at 4 firms and has passed the Series 63, Series 7TO, SIE, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Craig Michael Gross's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 16, 2019 - Present
T. ROWE PRICE ADVISORY SERVICES, INC.
Office #1: Four Financial Center 4525 Painters Mill Road, Owings Mills, MD 21117September 16, 2019 - Present
T. ROWE PRICE INVESTMENT SERVICES, INC.
Office #1: Four Financial Center 4525 Painters Mill Road, Owings Mills, MD 21117November 30, 2018 - September 6, 2019
VANGUARD ADVISERS, INC.
December 1, 2005 - September 6, 2019
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
T. ROWE PRICE ADVISORY SERVICES, INC.
CRD#: 108958 / SEC#: 801-58098
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/16/2019)
(9/16/2019)
Exams
Series 7TO
Date: 1/31/2020
General Securities Representative ExaminationFINRA
Current Firm
T. ROWE PRICE ADVISORY SERVICES, INC.
CRD#: 108958 / SEC#: 801-58098
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,014 |
| AUM (Assets Under Management) | $ 3,861,357,894 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2025 | ||
| 01/27/2025 | ||
| 10/27/2023 | ||
| 01/27/2023 |
Red Flags
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