Bradley M. Gross
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Bradley Minot Gross, CFP® was a registered financial professional .
Bradley is a previously registered financial professional and started their career in finance in 2005. Bradley had worked at 4 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2008
Experience
April 1, 2008 - April 30, 2026
12 SQUARED
August 30, 2006 - March 10, 2008
OSAIC FA, INC.
August 30, 2006 - March 10, 2008
OSAIC FA, INC.
January 31, 2006 - August 21, 2006
AVANTAX ADVISORY SERVICES
November 22, 2005 - August 8, 2006
AVANTAX INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
12 SQUARED
CRD#: 146694 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 47 |
| AUM (Assets Under Management) | $ 23,700,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
