Nathaniel P. Crosby
Professional summary
Nathaniel Perry Crosby, who also goes by Nathaniel Crosby, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Greenville, South Carolina and TRUIST INVESTMENT SERVICES, INC. located in Greenville, South Carolina.
Nathaniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Nathaniel has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nathaniel Perry Crosby's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 17, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 2 W Washington St Ste 800, Greenville, SC 29601February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 2111 Wade Hampton Blvd, Greenville, SC 29615Office #2: 201 W Main St, Laurens, SC 29360Office #3: 210 W Cedar Rock St, Pickens, SC 29671Office #4: 2101 Old Spartanburg Rd, Greer, SC 29650Office #5: 2 W Washington St Fl 8, Greenville, SC 29601January 2, 2013 - February 17, 2021
BB&T SECURITIES, LLC
January 2, 2013 - February 17, 2021
BB&T SECURITIES, LLC
November 2, 2012 - January 2, 2013
SCOTT & STRINGFELLOW, LLC
October 17, 2012 - January 2, 2013
SCOTT & STRINGFELLOW, LLC
July 24, 2007 - January 13, 2011
WELLS FARGO CLEARING SERVICES, LLC
February 27, 2007 - January 13, 2011
WELLS FARGO CLEARING SERVICES, LLC
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Greenville, SC 29601TRUST BUT VERIFY
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