Todd Jordan Gross

Employer firm

Powell Investment Advisors, LLC CRD 160333

$648M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• CONSULTING

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

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

Current Employers

Employment History

• 11/2011 → Present
  Powell Investment Advisors, Llc
  Coral Gables, FL

Other Businesses

1. PIA Integrated LLC, 3225 Aviation Ave, 502, Miami, FL, Business is investment related, Nature of business: Agriculture, Minority Owner since 9/2/2019, Devote 2-5 hours/month, Devote 0-2 hours/month during securities trading hours, Duties: Passive Investment/Monitoring

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-03-08

Other Names

• Todd Gross