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

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
HG

Howard J. Gross

GROSS INVESTMENTS
VALLEY CITY, OH 44280
Some features on this profile are disabled
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 Valley City, 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.
The advisor shows no other business activity.

Blog Corner

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®
None

Experience

Current

August 3, 2020 - Present

GROSS INVESTMENTS LLC

Office #1: 745 Marks Road, Valley City, OH 44280
RIA
CRD#: 310119
VALLEY CITY, 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
Ohio
(8/3/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/11/2020
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/16/2019
Securities Industry Essentials Examination

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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts206
AUM (Assets Under Management)$ 9,407,433

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

GROSS INVESTMENTS LLC

CRD#: 310119Valley City, OH 44280

TRUST BUT VERIFY

Monitor Howard Gross

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

AC
Andrew CrockAdvisorCheck Check Mark
STRATEGIC ADVISERS LLC
IAR
RR
NORTH OLMSTED, OH
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.