Tasha M. Shadle

CROSSOVER CAPITAL

YARDLEY, PA 19067

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CRD#: 4777308

Professional summary

Tasha M Shadle, CIMA®, who also goes by Tasha M Shadleson, is a registered financial advisor currently at CROSSOVER CAPITAL located in Yardley, Pennsylvania.

Tasha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Tasha has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tasha M Shadleson

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 Tasha M Shadle'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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

May 23, 2023 - Present

CROSSOVER CAPITAL

Office #1: 113b Floral Vale Blvd, Yardley, PA 19067

RIA

CRD#: 326625

YARDLEY, PA

Past

July 29, 2004 - May 25, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PRINCETON, NJ

Past

May 11, 2004 - May 25, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PRINCETON, NJ

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".

CROSSOVER CAPITAL

CROSSOVER CAPITAL | CROSSOVER CAPITAL LLC | CROSSOVER CAPITAL BRANDS LLC

CRD#: 326625 / SEC#: 801-128013

RIA

Registered Investment Advisory firm - (5/23/2023 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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(5/23/2023)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/28/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/10/2004

General Securities Representative Examination

Current Firm

CROSSOVER CAPITAL

CROSSOVER CAPITAL | CROSSOVER CAPITAL LLC | CROSSOVER CAPITAL BRANDS LLC

CRD#: 326625 / SEC#: 801-128013

RIA

Registered Investment Advisory firm - (5/23/2023 Approved)

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Contact information

Main Address

113b Floral Vale Blvd, Yardley, PA 19067

Mailing Address

Phone number

(215) 396-5580

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	323
AUM (Assets Under Management)	$ 150,146,445

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.

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Tasha M. Shadle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tasha M Shadle's CRS (Customer Relationship Summary).

Certified licenses

Experience

CROSSOVER CAPITAL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

CROSSOVER CAPITAL

State Registrations and Notice Filings

Exams

Series 66

Date: 7/28/2004

SIE

Date: 10/1/2018

Series 7

Date: 5/10/2004

Current Firm

CROSSOVER CAPITAL

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CROSSOVER CAPITAL

TRUST BUT VERIFY

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