Bradley M. Gross
Professional summary
Bradley Minot Gross, CFP® is a registered financial advisor currently at 12 SQUARED located in Studio City, California.
Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Bradley has worked at 4 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Minot Gross's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2008
Experience
April 1, 2008 - Present
12 SQUARED
Office #1: 4234 Elmer Ave, Studio City, CA 91602August 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.
Highlighted states indicate IAR registrations
(4/1/2008)
Exams
Current Firm
12 SQUARED
CRD#: 146694 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 47 |
| AUM (Assets Under Management) | $ 22,000,000 |
Red Flags
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