Richard Gross

Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 11/2016
  Bluesky Wealth Advisors, Llc
  Pleasanton, CA
• 11/2016 → Present
  Shone Asset Management, Llc
  Walnut Creek, CA
• 05/2021 → Present
  Allworth Financial
  Walnut Creek, CA

Previous Registrations

• 2016-11-14 → 2021-08-18
  Shone Wealth Management
  Walnut Creek, CA
• 2013-09-18 → 2016-11-07
  Bluesky Wealth Advisors, Llc
  Pleasanton, CA
• 2007-08-02 → 2013-11-27
  Pleasanton Financial Advisors
  Pleasanton, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-07-13

Designations

• Certified Financial Planner

Other Names

• Richard Gary Gross