Cedrian M. Cross-smith

HOMESTEAD ADVISERS | Benefits & Planning Consultant, Executive Services

Bloomfield, CT

Some features on this profile are disabled

CRD#: 2865564

Professional summary

Cedrian Monique Cross-smith, who also goes by Cedrian Monique Cross, Cedrian M Cross, Cedrian Cross-smith, is a registered financial advisor currently at HOMESTEAD ADVISERS CORP. located in Bloomfield, Connecticut and HOMESTEAD FINANCIAL SERVICES CORP. located in Arlington, Virginia.

Cedrian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Cedrian has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Biography

I focus on clients by listening to their needs and financial objectives, articulate and implement financial strategies that will help them work towards achieving their goals. Together we can explore planning and guidance strategies to work towards their prosperity, thus allowing clients to focus on things that mean the most to them. Every client connection is significant to me, building trusted relationships are very important and I hold myself to the highest standards when delivering service.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cedrian Monique Cross | Cedrian M Cross | Cedrian Cross-Smith

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cedrian Monique Cross-smith's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Education

University of Phoenix

Master of Business Administration (MBA) - E-Business

2007

Experience

Current

January 30, 2024 - Present

HOMESTEAD ADVISERS CORP.

RIA

CRD#: 109845

Bloomfield, CT

Current

January 30, 2024 - Present

HOMESTEAD FINANCIAL SERVICES CORP.

Office #1: 4301 Wilson Boulevard, Arlington, VA 22203

CRD#: 26643

Arlington, VA

Past

March 22, 2022 - December 21, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BLOOMFIELD, CT

Past

August 23, 2021 - December 19, 2023

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

MERRIMACK, NH

Past

March 2, 2018 - June 11, 2021

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

April 24, 2004 - February 20, 2018

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

August 8, 2001 - January 6, 2004

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

Past

December 8, 1999 - July 11, 2000

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HOMESTEAD ADVISERS CORP.

HOMESTEAD ADVISERS CORP. | RE ADVISERS CORPORATION

CRD#: 109845 / SEC#: 801-37391

RIA

Registered Investment Advisory firm - (9/21/1990 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Connecticut
(1/30/2024)

IAR

Connecticut
(1/30/2024)

Virginia
(1/30/2024)

IAR

Virginia
(1/30/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/26/2022

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/1/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/28/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/7/1999

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/17/2008

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

HOMESTEAD ADVISERS CORP.

HOMESTEAD ADVISERS CORP. | RE ADVISERS CORPORATION

CRD#: 109845 / SEC#: 801-37391

RIA

Registered Investment Advisory firm - (9/21/1990 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4301 Wilson Blvd., Arlington, VA 22203-1860

Mailing Address

Phone number

866-673-2299/800-258-3030

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - INVESTMENT ADVISORY CLIENTS BROCHURE (3/28/2025)

PRIVACY NOTICE - FINANCIAL PLANNING CLIENTS (3/28/2025)

ADV PART 2A - FINANCIAL PLANNING CLIENTS BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	19
AUM (Assets Under Management)	$ 7,735,038,928

Red Flags

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.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Cedrian M. Cross-smith

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cedrian Monique Cross-smith's CRS (Customer Relationship Summary).

Certified licenses

Education

University of Phoenix

Experience

HOMESTEAD FINANCIAL SERVICES CORP.

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

VOYA FINANCIAL ADVISORS, INC.

MML INVESTORS SERVICES, LLC

VOYA FINANCIAL PARTNERS, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

HOMESTEAD ADVISERS CORP.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/26/2022

Series 63

Date: 8/1/1997

SIE

Date: 10/1/2018

Series 7

Date: 7/28/2004

Series 6

Date: 12/7/1999

Series 24

Date: 1/17/2008

FINRA

Current Firm

HOMESTEAD ADVISERS CORP.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HOMESTEAD ADVISERS CORP.

TRUST BUT VERIFY

Contact information

Similar Advisors