Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

AdvisorLive

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's AdvisorLive helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

LC

Laura May Crosby-brown

C.R. LLOYD INVESTMENT SERVICES

SIOUX FALLS, SD

·CRD# 1545513·40 years experience

Professional Summary

Laura May Crosby-brown, who also goes by Laura M Brown, Laura M Crosby, Laura May Crosby, Laura May Greco, is a registered financial advisor currently at C.R. LLOYD INVESTMENT SERVICES, LLC located in Sioux Falls, South Dakota and COVINGTON ASSOCIATES, LLC located in Boston, Massachusetts. Laura is registered as a RR (Registered Representative) and started their career in finance in 1986. Laura has worked at 43 firms and has passed the Series 65, Series 63,...

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Laura M Brown, Laura M Crosby, Laura May Crosby, Laura May Greco

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

Similar Advisors

Christian Jeremiah Ohl

Christian Jeremiah Ohl

AMERIPRISE FINANCIAL SERVICES, LLC

NORFOLK, NE · CRD#

Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#

Eric Jesse Wasson

Eric Jesse Wasson

EDELMAN FINANCIAL ENGINES

INDIANAPOLIS, IN · CRD#

Brian Forrest Cooke

Brian Forrest Cooke

SANCTUARY ADVISORS, LLC

Indianapolis, IN · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Christian Jeremiah Ohl

Christian Jeremiah Ohl

AMERIPRISE FINANCIAL SERVICES, LLC

NORFOLK, NE · CRD#

Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#

Eric Jesse Wasson

Eric Jesse Wasson

EDELMAN FINANCIAL ENGINES

INDIANAPOLIS, IN · CRD#

Brian Forrest Cooke

Brian Forrest Cooke

SANCTUARY ADVISORS, LLC

Indianapolis, IN · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Christian Jeremiah Ohl

Christian Jeremiah Ohl

AMERIPRISE FINANCIAL SERVICES, LLC

NORFOLK, NE · CRD#

Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#

Eric Jesse Wasson

Eric Jesse Wasson

EDELMAN FINANCIAL ENGINES

INDIANAPOLIS, IN · CRD#

Brian Forrest Cooke

Brian Forrest Cooke

SANCTUARY ADVISORS, LLC

Indianapolis, IN · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Christian Jeremiah Ohl

Christian Jeremiah Ohl

AMERIPRISE FINANCIAL SERVICES, LLC

NORFOLK, NE · CRD#

Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#

Eric Jesse Wasson

Eric Jesse Wasson

EDELMAN FINANCIAL ENGINES

INDIANAPOLIS, IN · CRD#

Brian Forrest Cooke

Brian Forrest Cooke

SANCTUARY ADVISORS, LLC

Indianapolis, IN · CRD#

Years of Experience

40 years in the financial services industry

Current & Past Employments

C.R. LLOYD INVESTMENT SERVICES, LLC·CRD# 325212

BD

150 E 4th Place Suite 600, Sioux Falls, SD 57104

March 24, 2025 - Present

COVINGTON ASSOCIATES, LLC·CRD# 127437

BD

99 Summer Street 2nd Floor, Boston, MA 02110

July 9, 2025 - Present

CRESTWAVE CAPITAL PARTNERS LLC·CRD# 332709

BD

375 South County Road Suite 210, Palm Beach, FL 33480

August 1, 2025 - Present

PETRIE PARTNERS SECURITIES, LLC·CRD# 131783

BD

Houston, TX

October 11, 2023 - December 16, 2025

PARTNERS FINANCE·CRD# 315067

BD

Houston, TX

October 21, 2022 - March 17, 2023

DORSET PEAK SECURITIES LLC·CRD# 312209

BD

Hillsborough, NJ

September 15, 2021 - April 11, 2022

ARMORY SECURITIES, LLC·CRD# 147796

BD

El Segundo, CA

October 5, 2020 - March 31, 2021

STILLPOINT CAPITAL, LLC·CRD# 133146

BD

Tampa, FL

May 2, 2018 - October 5, 2018

PORTER WHITE CAPITAL, LLC·CRD# 289839

BD

Birmingham, AL

January 3, 2018 - April 13, 2018

VENTURE.CO BROKERAGE SERVICES LLC·CRD# 173924

BD

Burlington, VT

April 4, 2016 - April 28, 2017

BOSTON INNOVATION CAPITAL, LLC·CRD# 268813

BD

Somerville, MA

January 22, 2016 - April 26, 2018

CASTLE PLACEMENT, LLC·CRD# 189511

BD

Long Beach, NY

October 2, 2015 - February 4, 2016

DETWILER FENTON & CO.·CRD# 1794

BD

Boston, MA

May 18, 2015 - October 16, 2017

WATERWAY CAPITAL LLC·CRD# 128212

BD

Boston, MA

December 2, 2014 - April 26, 2018

REDTAIL CAPITAL MARKETS, LLC·CRD# 169781

BD

West Bloomfield, MI

August 19, 2014 - November 2, 2017

SHOT TOWER SECURITIES LLC·CRD# 169678

BD

Baltimore, MD

June 10, 2014 - March 2, 2016

SC&H CAPITAL CORPORATION·CRD# 148291

BD

Columbia, MD

April 1, 2014 - March 1, 2016

BHA SELECT NETWORK, LLC·CRD# 168883

BD

Boston, MA

March 5, 2014 - May 22, 2015

LM + CO. CAPITAL·CRD# 154583

BD

Huntington, NY

November 13, 2012 - April 26, 2018

PRONET FINANCIAL PARTNERS LLC·CRD# 154601

BD

Londonderry, NH

February 17, 2012 - April 27, 2018

HERMES FUND DISTRIBUTORS LLC·CRD# 155655

BD

Boston, MA

July 26, 2011 - November 7, 2012

LB GROUP LLC·CRD# 151459

BD

Atlanta, GA

April 9, 2010 - June 1, 2011

GREENCOAST CAPITAL PARTNERS LLC·CRD# 150776

BD

Los Angeles, CA

January 26, 2010 - October 31, 2012

PARKER POINT CAPITAL, LLC·CRD# 149529

BD

Southborough, MA

September 22, 2009 - May 29, 2012

MARRIOTT SECURITIES, LLC·CRD# 149323

BD

Richmond, VA

August 19, 2009 - February 8, 2010

AXIS THOUGHT CAPITAL, LLC·CRD# 147507

BD

New York, NY

December 3, 2008 - May 1, 2012

THE NEW PENFACS INC.·CRD# 145584

BD

Southborough, MA

June 3, 2008 - September 30, 2009

WES INVESTMENTS, LLC·CRD# 144097

BD

Braintree, MA

November 7, 2007 - April 30, 2008

WALTER GREENBLATT & ASSOCIATES, LLC·CRD# 129291

BD

Brooklyn, NY

October 1, 2007 - February 1, 2013

INEO CAPITAL, LLC·CRD# 143262

BD

Miami, FL

July 30, 2007 - January 14, 2008

INVESCOR WHOLESALE BD, INC.·CRD# 139828

BD

Farmington Hills, MI

June 5, 2007 - April 30, 2009

BASIC CAPITAL ADVISORS, LLC·CRD# 141482

BD

New York, NY

December 20, 2006 - June 29, 2012

W G SECURITIES, LLC·CRD# 140869

BD

West Hartford, CT

October 27, 2006 - April 27, 2018

LIBERTY GLOBAL CAPITAL SERVICES, LLC·CRD# 134741

BD

Waban, MA

March 6, 2006 - April 27, 2018

PGP CAPITAL ADVISORS, LLC·CRD# 128797

BD

Los Angeles, CA

January 25, 2006 - March 7, 2012

TMR BAYHEAD SECURITIES, LLC·CRD# 137264

BD

Poughkeepsie, NY

January 24, 2006 - October 10, 2006

ACENTO SECURITIES, LLC·CRD# 132399

BD

Chicago, IL

January 3, 2005 - July 14, 2006

PAGEMILL PARTNERS, LLC·CRD# 132184

BD

East Palo Alto, CA

November 26, 2004 - October 26, 2005

EVOLVE SECURITIES, INC.·CRD# 127474

BD

Dallas, TX

November 3, 2004 - August 17, 2006

QUANTUM SECURITIES, INC.·CRD# 130224

BD

Boca Raton, FL

April 14, 2004 - December 16, 2004

COVINGTON ASSOCIATES, LLC·CRD# 127437

BD

Boston, MA

November 25, 2003 - April 27, 2018

ADIRONDACK TRADING GROUP LLC·CRD# 103910

BD

Lake Luzerne, NY

May 6, 2003 - January 5, 2011

OSAIC FS, INC.·CRD# 3870

BD

Fort Wayne, IN

September 28, 1992 - March 20, 2003

MANUFACTURERS SECURITIES SERVICES, LLC·CRD# 16009

BD

Boston, MA

September 2, 1986 - August 24, 1992

Similar Advisors

Christian Jeremiah Ohl

Christian Jeremiah Ohl

AMERIPRISE FINANCIAL SERVICES, LLC

NORFOLK, NE · CRD#

Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#

Eric Jesse Wasson

Eric Jesse Wasson

EDELMAN FINANCIAL ENGINES

INDIANAPOLIS, IN · CRD#

Brian Forrest Cooke

Brian Forrest Cooke

SANCTUARY ADVISORS, LLC

Indianapolis, IN · CRD#

Current Firm

CC

CRESTWAVE CAPITAL PARTNERS LLC

CRESTWAVE CAPITAL PARTNERS LLC

CRD#: 332709 / SEC#: 8-71269

BD

Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

375 South County Road Suite 210, Palm Beach, FL 33480

Mailing Address

375 South County Road Suite 210, Palm Beach, FL 33480

Phone Number

(561) 449-0357

Established

Delaware since 06/18/2024

Firm Type

Limited Liability Company

Fiscal Year End

June

Firm Size

Small

FINRA licenses (11 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

Name	Position	CRD#
ZAFFIRO, GREGORY CHARLES	SOLE OWNER, MANAGING PARTNER, EXECUTIVE REPRESENTATIVE, CCO	5247397
CROSBY-BROWN, LAURA MAY	FINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER	1545513

Similar Advisors

Christian Jeremiah Ohl

Christian Jeremiah Ohl

AMERIPRISE FINANCIAL SERVICES, LLC

NORFOLK, NE · CRD#

Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#

Eric Jesse Wasson

Eric Jesse Wasson

EDELMAN FINANCIAL ENGINES

INDIANAPOLIS, IN · CRD#

Brian Forrest Cooke

Brian Forrest Cooke

SANCTUARY ADVISORS, LLC

Indianapolis, IN · CRD#

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Similar Advisors

Christian Jeremiah Ohl

Christian Jeremiah Ohl

AMERIPRISE FINANCIAL SERVICES, LLC

NORFOLK, NE · CRD#

Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#

Eric Jesse Wasson

Eric Jesse Wasson

EDELMAN FINANCIAL ENGINES

INDIANAPOLIS, IN · CRD#

Brian Forrest Cooke

Brian Forrest Cooke

SANCTUARY ADVISORS, LLC

Indianapolis, IN · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 1998About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1989About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Mar 2025About the Series 7TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

Series 82TO — Limited Representative-Private Securities Offerings

Passed Jan 2023About the Series 82TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 1992About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Aug 1986About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Mar 2025About the Series 24 exam

Series 27 — Financial and Operations Principal Examination

Passed Apr 1988About the Series 27 exam

FINRA

SRO Registrations

Similar Advisors

Christian Jeremiah Ohl

Christian Jeremiah Ohl

AMERIPRISE FINANCIAL SERVICES, LLC

NORFOLK, NE · CRD#

Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#

Eric Jesse Wasson

Eric Jesse Wasson

EDELMAN FINANCIAL ENGINES

INDIANAPOLIS, IN · CRD#

Brian Forrest Cooke

Brian Forrest Cooke

SANCTUARY ADVISORS, LLC

Indianapolis, IN · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Laura May Crosby-brown's CRS (Customer Relationship Summary).

Similar Advisors

Christian Jeremiah Ohl

Christian Jeremiah Ohl

AMERIPRISE FINANCIAL SERVICES, LLC

NORFOLK, NE · CRD#

Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#

Eric Jesse Wasson

Eric Jesse Wasson

EDELMAN FINANCIAL ENGINES

INDIANAPOLIS, IN · CRD#

Brian Forrest Cooke

Brian Forrest Cooke

SANCTUARY ADVISORS, LLC

Indianapolis, IN · CRD#

LC

Follow Laura

Get alerted to job moves, licensing changes, and new disclosures

Free — no card required