Alexander Michael Pron
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Insurance Planning
- Retirement Income Management
- Investment Planning
- Long-term Care
- Small Business Planning
- Estate Planning
Other Aliases
Alex Pron, Alexander M Pron, Alexander Michael Pron, Alexander M. Pron
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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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.
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Credentials
Years of Experience
14 years in the financial services industry
Current & Past Employments
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Current Firm
CROSSOVER CAPITAL | CROSSOVER CAPITAL LLC | CROSSOVER CAPITAL BRANDS LLC
Contact Information
Main Address
113b Floral Vale Blvd #3, Yardley, PA 19067Phone Number
(215) 396-5580# of Employees
3SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
458AUM (Assets Under Management)
$179,466,190Similar 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.
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Primary Firm SEC Registration
CROSSOVER CAPITAL | CROSSOVER CAPITAL LLC | CROSSOVER CAPITAL BRANDS LLC
State Registrations and Notice Filings
(8/22/2023)
(5/23/2023)
(4/17/2024)
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.
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) - RIA
Click below to view Alexander Michael Pron's CRS (Customer Relationship Summary).
Services Offered by Alexander
- Insurance Planning
- Retirement Income Management
- Investment Planning
- Long-term Care
- Small Business Planning
- Estate Planning
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