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Brian Scott Gross

Investment adviser representative at Valic Financial Advisors, Inc.
13 yearsExperience
1 stateRegistered in
$29.2BFirm assets
28 yearsFirm in business

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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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Valic Financial Advisors, Inc.Aug 2026 to now
  2. Bsg Consulting, LLCJan 2025 to Aug 2026
  3. Bsg Ventures, LLCJan 2024 to Aug 2026
  4. Fidelity InvestmentsApr 2020 to Aug 2024
  5. Fidelity Brokerage Services LLCJun 2019 to Mar 2020
  6. Fidelity InvestmentsJul 2018 to Jun 2019
  7. Fidelity Investments Institutional Services Company, IncMar 2013 to Jul 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (DC).

Valic Financial Advisors, Inc.

$29.2BAssets managed
293,026Clients
1,254Advisers
28 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
5741032
Firm CRD
42803
Advisor's SEC record (opens in a new tab)
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