Gary Ross has been Member/Chief Compliance Officer of Premier Private Wealth Management since May 2024, is a control person of the firm and directly owns between 50% and 75% of it.
Premier Private Wealth Management, LLC is a Palm Harbor, FL firm with $126M under management, 700 clients and 2 advisers across 2 offices, as of its February 2026 filing.
Gary Ross is Managing Partner / CCO of Premier Private Wealth Management, based in Palm Harbor, Florida. Ross oversees compliance and operations, manages portfolios, and has over 15 years in the financial services industry. Before that career, Ross served as a police officer in York County, PA, and as an infantryman in the US Army.
Gary Ross’ longest registration was 8 years at Realta Investment Advisors, Inc (2016–2024). Before joining Premier Private Wealth Management in 2024, Gary Ross was registered through Realta Investment Advisors, Inc and Waddell & Reed.
- – present · 2 yearsPalm Harbor, FL · Adviser representative · Firm CRD 331860
- Realta Investment Advisors, Inc– · 8 yearsPalm Harbor, FL · Adviser representative · Firm CRD 134952
- Waddell & Reed– · 2 yearsTampa, FL · Adviser representative · Firm CRD 866
- Coastal Investment Advisors– · under a yearWilmington, DE · Adviser representative · Firm CRD 134952
Investment adviser representative registrations
Gary Ross is registered as an investment adviser representative in 2 states. The first approvals date from August 2024; the most recent is Georgia, in January 2025.
- FloridaSince 8 August 2024
- GeorgiaSince 22 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 23 July 2017 |
| Series 65 | Uniform Investment Adviser Law Examination | 9 October 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 January 2012 |
| Series 7 | General Securities Representative Examination | 26 November 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gary Scott Ross
- CRD
- 5985102
- Firm
- Premier Private Wealth Management · CRD 331860
- Role
- Member/Chief Compliance Officer
- Office
- 1025 OHIO AVENUE, Palm Harbor, FL 34683
- Registration
- Investment adviser registration
- In the industry since
- December 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- premierprivatewealthmgt.com
Where does Gary Ross work?
Gary Ross has been Member/Chief Compliance Officer of Premier Private Wealth Management, LLC since May 2024, and is a control person of the firm.
Is Gary Ross a financial advisor?
Yes. Gary Ross has a current investment-adviser registration in Florida and Georgia, through Premier Private Wealth Management since August 2024.
How many years of experience does Gary Ross have?
Gary Ross has 14 years in the financial industry, since December 2011, across 3 adviser firms.
What exams has Gary Ross passed?
Gary Ross has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in November 2011. FINRA credited Gary Ross with the SIE, which began in October 2018.
Where did Gary Ross work before Premier Private Wealth Management?
Before Premier Private Wealth Management, Gary Ross was registered through Realta Investment Advisors, Inc, May 2016 to August 2024; Waddell & Reed, June 2013 to May 2016; Coastal Investment Advisors, October 2012 to June 2013.
Where is Gary Ross based?
Gary Ross’ registered office is in Palm Harbor, FL.
Is Gary Ross registered with FINRA?
No. Gary Ross has no current broker registration.
How can I verify Gary Ross’ record?
Search CRD 5985102 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gary Ross’ full registration record.
