Steven Benjamin Gross

Current Employers

Employment History

• 09/2005 → 08/2020
  Ameriprise Financial Services, Inc.
  Briarcliff Manor, NY
• 08/2020 → Present
  Raymond James Financial Services, Inc.
  Fort Myers, FL
• 06/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Fort Myers, FL
• 06/2019 → Present
  Robocavs Llc
  Fort Myers, FL
• 08/2020 → 05/2024
  Boston Harbor Wealth Advisors
  Fort Myers, FL

Other Businesses

(1)Name of Business: Gulf Shore Properties South LLC Address: 19496 The Place Blvd, Estero, FL, 33928, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 08/22/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Member. I will assist in managing the books, renovation, rental and ultimate sale of rental property. (2)Name of Business: Robocavs LLC Address: 9726 Commerce Center Court, Suite 1, Fort Myers, FL, 33908, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 06/06/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: S Corporation established purely for running my Financial Planning practice. This is used to pay rent, run payroll, and manage other business expenses related to my practice at Raymond James. This name is not held out to the public.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-01-30
• S63 Uniform Securities Agent State Law Examination
  1993-07-21

Designations

Other Names

• Steve Benjamin Gross