Brandon Gross
Investment adviser representative at Wells Fargo Investment Institute, Inc.
13 yearsExperience
1 stateRegistered in
$43BFirm assets
21 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Wells Fargo Investment Institute, Inc.Aug 2024 to now
- Wells Fargo Clearing Services LLCJun 2018 to Aug 2024
- DisysJun 2018 to Sep 2018
- UnemployedSep 2017 to Jun 2018
- Greater Missouri ImagingMar 2013 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MO).
Wells Fargo Investment Institute, Inc.
$43BAssets managed
12,216Clients
52Advisers
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
- 6976613
- Firm CRD
- 133204