Michael S Gross
Investment adviser representative at Janney Montgomery Scott LLC
16 yearsExperience
2 statesRegistered in
$110.1BFirm assets
55 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 assetsFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Janney Montgomery Scott LLCSep 2023 to now
- Toby Richey & AssociatesOct 2022 to Sep 2023
- Bank of America, N.A.Oct 2021 to Oct 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2021 to Oct 2022
- PNC InvestmentsFeb 2021 to Oct 2021
- UnemployedJan 2021 to Feb 2021
- Charles Schwab & Co.May 2020 to Jan 2021
- TD AmeritradeMay 2020 to Jan 2021
- First Citizens Investor ServicesJun 2018 to May 2020
- UnemployedApr 2018 to May 2018
- Scottrade Inc.Apr 2010 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Janney Montgomery Scott LLC
$110.1BAssets managed
243,808Clients
1,341Advisers
55 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
- 5765054
- Firm CRD
- 463