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JG

John F. Gross

MAYTECH GLOBAL INVESTMENTS
NEW YORK, NY 10022
Some features on this profile are disabled
CRD#: 5085912
JG

Professional summary


John F Gross, who also goes by John Frederick Gross, is a registered financial advisor currently at MAYTECH GLOBAL INVESTMENTS located in New York, New York.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. John has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


John Frederick Gross

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John F Gross's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 23, 2024 - Present

MAYTECH GLOBAL INVESTMENTS

Office #1: 450 Park Ave Ste 2700, New York, NY 10022
RIA
CRD#: 285985
NEW YORK, NY
Past

February 22, 2012 - June 11, 2024

FORESIDE FUNDS DISTRIBUTORS LLC

BD
CRD#: 31334
BOCA RATON, FL
Past

April 1, 2010 - November 21, 2011

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

February 15, 2006 - March 31, 2010

AMG DISTRIBUTORS, INC.

BD
CRD#: 27314
STAMFORD, CT

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MG
MAYTECH GLOBAL INVESTMENTS
MAYTECH GLOBAL INVESTMENTS | MAYTECH GLOBAL INVESTMENTS, LLC

CRD#: 285985 / SEC#: 801-108849

RIA
Registered Investment Advisory firm - (1/3/2017 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New York
(10/23/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 4/11/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MG
MAYTECH GLOBAL INVESTMENTS
MAYTECH GLOBAL INVESTMENTS | MAYTECH GLOBAL INVESTMENTS, LLC

CRD#: 285985 / SEC#: 801-108849

RIA
Registered Investment Advisory firm - (1/3/2017 Approved)
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Contact information


Main Address
450 Park Ave Ste 2700, New York, NY 10022
Mailing Address
Phone number
(212) 899-2730
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (11 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MAYTECH FIRM BROCHURE (3/27/2025)

Regulatory assets under management


Total Number of Accounts202
AUM (Assets Under Management)$ 848,468,606

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.

Company Information


MAYTECH GLOBAL INVESTMENTS

CRD#: 285985New York, NY 10022

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