Gary S. Ross

PREMIER PRIVATE WEALTH MANAGEMENT

PALM HARBOR, FL 34683

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CRD#: 5985102

Professional summary

Gary Scott Ross is a registered financial advisor currently at PREMIER PRIVATE WEALTH MANAGEMENT, LLC located in Palm Harbor, Florida.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Gary has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Gulf Coast Advisors, a holding company for the purpose of real estate property, limited time involved, during normal trading hours. 50% owner. GRRS Holdings, LLC; 4253 Perry Place New Port Richey, FL 34652; Not Investment Related; Real Estate Investment Holding Co.; start: 1/2024; 50% owner; profits from RE flips, rents received; during non-trading hours. RSGR Holdings, LLC; 4253 Perry Place New Port Richey, FL 34652; Not Investment Related; Real Estate Investment Holding Co.; start 1/2024; 25% owner; no compensation; during non-trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Scott Ross'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

August 8, 2024 - Present

PREMIER PRIVATE WEALTH MANAGEMENT, LLC

Office #1: 1025 Ohio Avenue, Palm Harbor, FL 34683

RIA

CRD#: 331860

PALM HARBOR, FL

Past

May 5, 2016 - August 8, 2024

REALTA INVESTMENT ADVISORS, INC

RIA

CRD#: 134952

PALM HARBOR, FL

Past

May 5, 2016 - August 8, 2024

REALTA EQUITIES, INC.

CRD#: 23769

Palm Harbor, FL

Past

June 13, 2013 - May 31, 2016

WADDELL & REED

RIA

CRD#: 866

TAMPA, FL

Past

June 12, 2013 - May 31, 2016

WADDELL & REED

CRD#: 866

TAMPA, FL

Past

October 11, 2012 - June 3, 2013

REALTA INVESTMENT ADVISORS, INC

RIA

CRD#: 134952

WILMINGTON, DE

Past

November 28, 2011 - June 3, 2013

REALTA EQUITIES, INC.

CRD#: 23769

YORK, PA

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".

PREMIER PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 331860 / SEC#: 801-130602

RIA

Registered Investment Advisory firm - (7/25/2024 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

Florida
(8/8/2024)

IAR

Georgia
(1/22/2025)

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

State Security Law Exam

IAR

Series 65

Date: 10/9/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/3/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/26/2011

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/23/2017

General Securities Principal Examination

Current Firm

PREMIER PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 331860 / SEC#: 801-130602

RIA

Registered Investment Advisory firm - (7/25/2024 Approved)

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Contact information

Main Address

1025 Ohio Avenue, Palm Harbor, FL 34683

Mailing Address

Phone number

(727) 281-2882

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PREMIER PRIVATE WEALTH MANAGEMENT FORM ADV (8/20/2025)

Regulatory assets under management

Total Number of Accounts	736
AUM (Assets Under Management)	$ 113,708,439

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.

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Advisor Monitoring

Firm Stability Insights

Gary S. Ross

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Scott Ross's CRS (Customer Relationship Summary).

Certified licenses

Experience

REALTA INVESTMENT ADVISORS, INC

REALTA EQUITIES, INC.

WADDELL & REED

WADDELL & REED

REALTA INVESTMENT ADVISORS, INC

REALTA EQUITIES, INC.

Primary Firm SEC Registration

PREMIER PRIVATE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/9/2012

Series 63

Date: 1/3/2012

SIE

Date: 10/1/2018

Series 7

Date: 11/26/2011

Series 24

Date: 7/23/2017

Current Firm

PREMIER PRIVATE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PREMIER PRIVATE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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