AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
BG

Benjamin Michael Gross

WESBANCO SECURITIES
Columbus, OH
·CRD# 7100662·7 years experience

Professional Summary

Benjamin Michael Gross, who also goes by Ben Michael Eaton, Benjamin M Eaton, Benjamin Michael Eaton, Benjamin Eaton, is a registered financial advisor currently at WESBANCO SECURITIES, INC. located in Columbus, Ohio. Benjamin is registered as a RR (Registered Representative) and started their career in finance in 2020. Benjamin has worked at 1 firm and has passed the Series 63, Series 7TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ben Michael Eaton, Benjamin M Eaton, Benjamin Michael Eaton, Benjamin Eaton

Blog Corner

Similar Advisors

Andrew James Lehman
Andrew James Lehman

INSPIRE ADVISORS, LLC

Dublin, OH · CRD#
View profile
James E Blue II
James E Blue II

BLUE ADVISORS

UPPER ARLINGTON, OH · CRD#
Brandon Hendricks
Brandon Hendricks

HORTER INVESTMENT MANAGEMENT, LLC

Columbus, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Andrew James Lehman
Andrew James Lehman

INSPIRE ADVISORS, LLC

Dublin, OH · CRD#
James E Blue II
James E Blue II

BLUE ADVISORS

UPPER ARLINGTON, OH · CRD#
Brandon Hendricks
Brandon Hendricks

HORTER INVESTMENT MANAGEMENT, LLC

Columbus, OH · CRD#
JB
James Arthur Bowman

JANNEY MONTGOMERY SCOTT LLC

Columbus, OH · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Andrew James Lehman
Andrew James Lehman

INSPIRE ADVISORS, LLC

Dublin, OH · CRD#
James E Blue II
James E Blue II

BLUE ADVISORS

UPPER ARLINGTON, OH · CRD#
Brandon Hendricks
Brandon Hendricks

HORTER INVESTMENT MANAGEMENT, LLC

Columbus, OH · CRD#
JB
James Arthur Bowman

JANNEY MONTGOMERY SCOTT LLC

Columbus, OH · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Andrew James Lehman
Andrew James Lehman

INSPIRE ADVISORS, LLC

Dublin, OH · CRD#
James E Blue II
James E Blue II

BLUE ADVISORS

UPPER ARLINGTON, OH · CRD#
Brandon Hendricks
Brandon Hendricks

HORTER INVESTMENT MANAGEMENT, LLC

Columbus, OH · CRD#
JB
James Arthur Bowman

JANNEY MONTGOMERY SCOTT LLC

Columbus, OH · CRD#

Years of Experience

7 years in the financial services industry

Current & Past Employments

WESBANCO SECURITIES, INC.·CRD# 43276
RIA
BD
5680 N Hamilton Rd, Columbus, OH 43230
January 30, 2020 - Present

Similar Advisors

Andrew James Lehman
Andrew James Lehman

INSPIRE ADVISORS, LLC

Dublin, OH · CRD#
James E Blue II
James E Blue II

BLUE ADVISORS

UPPER ARLINGTON, OH · CRD#
Brandon Hendricks
Brandon Hendricks

HORTER INVESTMENT MANAGEMENT, LLC

Columbus, OH · CRD#
JB
James Arthur Bowman

JANNEY MONTGOMERY SCOTT LLC

Columbus, OH · CRD#

Current Firm

WS
WESBANCO SECURITIES, INC.

COMMBANC INVESTMENTS, INC. | WESBANCO SECURITIES, INC.

CRD#: 43276 / SEC#: 801-119845, 8-50220
RIA
Registered Investment Advisory firm - SEC (12/8/2020 Approved)
Indiana
Registered Investment Advisory firm - SEC (1/8/2021 Terminated)
Kentucky
Registered Investment Advisory firm - SEC (12/22/2020 Terminated)
Maryland
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)
Ohio
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)
Pennsylvania
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)
West Virginia
Registered Investment Advisory firm - SEC (12/31/2020 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

135 West Main St, St Clairsville, OH 43950

Mailing Address

1 Bank Plaza, Wheeling, WV 26003

Phone Number

(304) 905-7215

Established

Ohio since 10/03/1996

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

# of Employees

110

SEC notice filing (25 States and Territories)

Registered to provide investment advisory services in 25 US states and territories.

FINRA licenses (28 States and Territories)

Registered to provide investment advisory services in 25 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

WSIADV PART 2B BROCHURE SUPPLEMENT - HICKS, SETH (7/16/2026)

Direct owners and executive officers

NamePositionCRD#
WESBANCO INC.OWNER—
HERBERGER, JAMES ROBERT IIFIN-OP5890583
JACKSON, JEFFDIRECTOR7692472
LOVE, SCOTT ALANDIRECTOR2854247
LUZAR, JAY MICHAELDIRECTOR2629991
NEWCOMB, SAMUEL RCOUNEL8266090
RYKOWSKI, AARON SDIRECTOR8244705
STAVSKY, LISA FINKELSTEINDIRECTOR - MANAGING DIRECTOR/PRESIDENT/CEO1749197
WILSON, ROSE LYNNCCO, MANAGING DIRECTOR OF COMPLIANCE & DIRECTOR4072715
ZATTA, JAYDIRECTOR7693273

Regulatory Assets Under Management

Total Number of Accounts

1,627

AUM (Assets Under Management)

$285,875,773

Disclosures

Regulatory Event

1

Similar Advisors

Andrew James Lehman
Andrew James Lehman

INSPIRE ADVISORS, LLC

Dublin, OH · CRD#
James E Blue II
James E Blue II

BLUE ADVISORS

UPPER ARLINGTON, OH · CRD#
Brandon Hendricks
Brandon Hendricks

HORTER INVESTMENT MANAGEMENT, LLC

Columbus, OH · CRD#
JB
James Arthur Bowman

JANNEY MONTGOMERY SCOTT LLC

Columbus, OH · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Similar Advisors

Andrew James Lehman
Andrew James Lehman

INSPIRE ADVISORS, LLC

Dublin, OH · CRD#
James E Blue II
James E Blue II

BLUE ADVISORS

UPPER ARLINGTON, OH · CRD#
Brandon Hendricks
Brandon Hendricks

HORTER INVESTMENT MANAGEMENT, LLC

Columbus, OH · CRD#
JB
James Arthur Bowman

JANNEY MONTGOMERY SCOTT LLC

Columbus, OH · CRD#

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".
WS
WESBANCO SECURITIES, INC.

COMMBANC INVESTMENTS, INC. | WESBANCO SECURITIES, INC.

CRD#: 43276 / SEC#: 801-119845, 8-50220
RIA
Registered Investment Advisory firm - SEC (12/8/2020 Approved)
Indiana
Registered Investment Advisory firm - SEC (1/8/2021 Terminated)
Kentucky
Registered Investment Advisory firm - SEC (12/22/2020 Terminated)
Maryland
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)
Ohio
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)
Pennsylvania
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)
West Virginia
Registered Investment Advisory firm - SEC (12/31/2020 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Ohio
(1/31/2020)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2019About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Jan 2020About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Mar 2019About the SIE exam
FINRA
SRO Registrations

Similar Advisors

Andrew James Lehman
Andrew James Lehman

INSPIRE ADVISORS, LLC

Dublin, OH · CRD#
James E Blue II
James E Blue II

BLUE ADVISORS

UPPER ARLINGTON, OH · CRD#
Brandon Hendricks
Brandon Hendricks

HORTER INVESTMENT MANAGEMENT, LLC

Columbus, OH · CRD#
JB
James Arthur Bowman

JANNEY MONTGOMERY SCOTT LLC

Columbus, OH · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Benjamin Michael Gross's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Andrew James Lehman
Andrew James Lehman

INSPIRE ADVISORS, LLC

Dublin, OH · CRD#
James E Blue II
James E Blue II

BLUE ADVISORS

UPPER ARLINGTON, OH · CRD#
Brandon Hendricks
Brandon Hendricks

HORTER INVESTMENT MANAGEMENT, LLC

Columbus, OH · CRD#
JB
James Arthur Bowman

JANNEY MONTGOMERY SCOTT LLC

Columbus, OH · CRD#
BG
Follow Benjamin
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required