Financial advisor
Bennett Gross
At Mariner · Los Angeles, CA
Registered as Bennett Edward Gross
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Wealth Conscious Management | Wealth Conscious | Mariner | Acquisition | June 3, 2026 | $320M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| MARINER | Investment adviser | June 1, 2026 | Current |
| NEWEDGE ADVISORS | Investment adviser | April 18, 2025 | May 29, 2026 |
| JEFFERIES INVESTMENT ADVISERS LLC | Investment adviser | May 24, 2023 | May 21, 2025 |
| JEFFERIES LLC | Broker-dealer | December 15, 2022 | May 21, 2025 |
| LEUCADIA ASSET MANAGEMENT LLC | Investment adviser | October 13, 2022 | August 14, 2023 |
| SANCTUARY ADVISORS, LLC | Investment adviser | November 15, 2021 | October 13, 2022 |
| L & S ADVISORS, INC | Investment adviser | June 3, 2016 | December 8, 2021 |
| EP WEALTH ADVISORS | Investment adviser | January 11, 2012 | March 15, 2017 |
| PACIFIC INCOME ADVISERS INC | Investment adviser | February 9, 2010 | February 22, 2012 |
| WINDWARD CAPITAL MANAGEMENT CO | Investment adviser | April 20, 2004 | July 15, 2004 |
| S. L. REED & COMPANY | Broker-dealer | March 11, 1997 | July 15, 2004 |
| LAIDLAW EQUITIES, INC. | Broker-dealer | January 25, 1996 | May 7, 1997 |
| SCUDDER INVESTOR SERVICES, INC. | Broker-dealer | November 28, 1990 | January 26, 1996 |
| MORGAN STANLEY & CO., INCORPORATED | Broker-dealer | October 22, 1985 | September 21, 1990 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.