Gerald D Crosby Jr
Professional Summary
Gerald D Crosby JR, who also goes by Jerry Crosby, was a registered financial advisor. Gerald was a previously registered financial professional and started their career in finance 1998 - 2017. Gerald had worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jerry Crosby
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures on record.
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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
ATIS | ATIS, INC | ATIS INVESTMENTS
Contact Information
Main Address
9717 Prairie Avenue, Highland, IN 46322Mailing Address
9717 Prairie Avenue, Highland, IN 46322Phone Number
(219) 836-2102Established
Indiana since 01/08/2007Firm Type
CorporationFiscal Year End
DecemberFirm Size
Small# of Employees
4FINRA licenses (16 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| EVANICH, JOHN JOSEPH | SHAREHOLDER/JOINT WITH SPOUSE, PRESIDENT, DIRECTOR, EXEC. REP., CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | 2661428 |
| EVANICH, LORI M | JOINT SHAREHOLDER/ SPOUSE WITH RIGHTS OF SURVIVORSHIP, DIRECTOR, SECRETARY | — |
| SCHULTZ, KURT FREDERICK | SHAREHOLDER, GENERAL PRINCIPAL | 1563024 |
| MASTEJ, JOSEPH STEVEN | SHAREHOLDER, OPERATIONS OFFICER | — |
| SEDAM, MICHAEL R | DIRECTOR | 7937139 |
Regulatory Assets Under Management
Total Number of Accounts
229AUM (Assets Under Management)
$96,274,106Similar Advisors
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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