Michael Houston Gross
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
14 yearsExperience
1 stateRegistered in
ChFC®Designation
$138.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
14 years in the industry.
- Cambridge Investment Research Advisors, Inc.Feb 2024 to now
- Fortune Financial Services, Inc.Mar 2018 to Jun 2018
- Moneylife Partners, Inc.Aug 2017 to Jul 2024
- Private Client ServicesFeb 2016 to Apr 2017
- Bluegrass Capital AdvisorsFeb 2012 to Oct 2017
- Cornerstone CorpFeb 2012 to Jul 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (KY).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2941586
- Firm CRD
- 134139