Brandon Gross is a registered investment advisor at Wells Fargo Investment Institute, INC., based in Saint Louis, MO, with 7 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14,594 clients with $41B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
56 advisors
IM Fee
Planning only
Assets Under Management
$40.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2801 Market St, F & L Bldg, Saint Louis, MO, 63103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Wells Fargo Investment Institute, INC.
August 2024 - Present · 1 yr 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2018 - February 2024 · 5 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
August 2018 - February 2024 · 5 yrs 6 mos
State Registrations1 state
MO
Advisor

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Exams
No exam information available for this advisor.
Brandon Gross - Financial Advisor | TrueAdvisor