HG
Howard J. Gross
GROSS INVESTMENTS LLC
Medina, OH 44256
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CRD#: 7220075
HG
Professional summary
Howard Joseph Gross, who also goes by Howie Gross, is a registered financial advisor currently at GROSS INVESTMENTS LLC located in Medina, Ohio.
Howard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Howard has worked at 2 firms and has passed the Series 65 and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Howie 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.
1. Howard's Lawn Care; investment related: No; 1377 Troon Ave, Brunswick Ohio 44212; Description of the business: Landscaping and lawn mowing services; Position Title: Owner; Responsibilities Duties: Manage book of business, running day to day operations which includes doing physical labor, running financials, handle client money and payments, file taxes and sales taxes with the state and individual counties, handle accounting and any other related work related.; Start date with business: 04/2010; Hours devoted to business during trading hours: 10; Hours devoted to business outside trading hours: 25 2. WestPoint Wealth Management; Investment Related: Yes; 66 Front St, Berea, OH 44017; Description of the business: Insurance; Responsibilities Duties: insurance advice; Start date with business: 01/2019; Hours devoted to business outside trading hours: up to 40 hours. 3. Howard Joseph Gross is the owner of TB Property Investments LLC. The purposes of the company shall be to acquire, own, improve, rehabilitate, construct, rent and resell real property, for a profit and to do any and all acts and things necessary, proper or convenient accomplishment this. His responsibilities are searching for real estate to purchase, managing repairs, finding tenants and any other day to day operations of company. 2 hours a month are spent on this activity during trading hours. 10 hours a month are sent on this activity outside of trading hours. He receives no yearly compensation for this activity. . 4Howard Joseph Gross is the group expert at Christina Sells CLE. This business is a group of professionals dedicated to improving CLE one property at a time. This group is designed to help investors of all calibers scale their business professionally, ethically, and efficiently by networking with the right people who provide the right resources. His responsibilities include interacting with and engaging with other group members, answering questions and getting the members more involved. This is primarily done on social media, and on the group Facebook Page. He is also responsible for helping find qualified candidates to attend meetings and finding new additions to the group. 1 hours a month are spent on this activity during trading hours. 6 hours a month are sent on this activity outside of trading hours. 10% of his yearly income is derived from this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Howard Joseph Gross's 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®
NoneExperience
Current
August 3, 2020 - Present
GROSS INVESTMENTS LLC
Office #1: 3812 Pearl Road Suite 20, Medina, OH 44256RIA
CRD#: 310119
Medina, OH
Past
January 30, 2020 - July 31, 2020
AMFG WEALTH MANAGEMENT LLC
RIA
CRD#: 292160
Berea, OH
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(8/14/2023)
IAR
Ohio(8/3/2020)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
GI
GROSS INVESTMENTS LLC
GROSS INVESTMENTS LLC
CRD#: 310119 / SEC#:
Florida
Registered Investment Advisory firm - (8/14/2023 Approved)Ohio
Registered Investment Advisory firm - (8/3/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3812 Pearl Road Suite 20, Medina, OH 44256
Mailing Address
Phone number
(216) 644-6957
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 206 |
| AUM (Assets Under Management) | $ 9,407,433 |
Red Flags
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