Alexander M. Pron
Professional summary
Alexander Michael Pron, CFP®, who also goes by Alex Pron, Alexander M Pron, Alexander Michael Pron, Alexander M. Pron, is a registered financial advisor currently at CROSSOVER CAPITAL located in Yardley, Pennsylvania.
Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Alexander has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Alexander Michael Pron's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2014
Experience
May 23, 2023 - Present
CROSSOVER CAPITAL
Office #1: 113b Floral Vale Blvd, Yardley, PA 19067February 21, 2012 - May 26, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 23, 2012 - May 26, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
CROSSOVER CAPITAL
CRD#: 326625 / SEC#: 801-128013
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/22/2023)
(5/23/2023)
(4/17/2024)
Exams
Current Firm
CROSSOVER CAPITAL
CRD#: 326625 / SEC#: 801-128013
Contact information
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 323 |
| AUM (Assets Under Management) | $ 150,146,445 |
Red Flags
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Company Information
CROSSOVER CAPITAL
Wealth Management AdvisorCRD#: 326625Yardley, PA 19067TRUST BUT VERIFY
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