Richard Gross has been President of Mgo One Seven since February 2025, is a control person of the firm and directly owns under 5% of it.
Mgo One Seven LLC is a Beachwood, OH firm with $7.72B under management, 16,335 clients and 95 advisers across 48 offices, as of its April 2026 filing.
Richard Gross is Co-Founder and President of OneSeven. Gross works with advisors, the leadership team and partners to develop strategic initiatives. Before co-founding OneSeven, Gross served in the U.S. Navy.
No adviser firm registrations are on Richard Gross’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 28 July 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 6 December 2010 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Richard Julius Gross
- CRD
- 5849061
- Firm
- Mgo One Seven · CRD 283087
- Role
- President
- Registration
- Broker registration; no current adviser registration
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- onesevenadvisor.com
Where does Richard Gross work?
Richard Gross has been President of Mgo One Seven LLC since February 2025, and is a control person of the firm.
Does Richard Gross have a current investment-adviser registration?
Richard Gross has a current broker registration and no current investment-adviser registration.
What exams has Richard Gross passed?
Richard Gross has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2010. FINRA credited Richard Gross with the SIE, which began in October 2018.
Is Richard Gross registered with FINRA?
Yes. Richard Gross has a current broker registration, under CRD 5849061.
Source: FINRA BrokerCheck
How can I verify Richard Gross’ record?
Search CRD 5849061 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Richard Gross’ full registration record.
Todd ResnickChief Executive Officer- Marc BorsteinChief Financial Officer
Betsey SaffarChief Financial Officer
Ted TriskaChief Operating Officer
John CareyChief Compliance Officer
Adam BlumenthalChief Growth Officer
Brian BunkerAdvisor Advocate
Ronald GrossManaging Member- Ronald GrossChairman
- Todd ResnickMember