William Eugene Gross

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2019 → Present
  Raymond James Financial Services, Inc.
  Charlotte, NC
• 07/2015 → 05/2019
  Biltmore Family Office
  Charlotte, NC
• 02/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Charlotte, NC
• 12/2020 → Present
  Cygnus Asset Management, Llc
  Charlotte, NC

Other Businesses

(1)Name of Business: Cygnus Asset Management, LLC Address: 6805 Morrison Blvd Ste 380, Charlotte, NC, 28211, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/16/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Portfolio Analyst/partner

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-01-24

Designations

• Chartered Financial Analyst

Other Names

• Gene Gross