Gina C. Hurford
STRATEGIC ADVISERS LLC | Vice President, Executive Planning Consultant
TUSTIN, CA
Some features on this profile are disabled
CRD#: 5487798
Professional summary
Gina Crosetto Hurford, CFP®, who also goes by Gina Marie Crosetto, Gina C Hurford, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Tustin, California and FIDELITY BROKERAGE SERVICES LLC located in Salt Lake City, Utah.
Gina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Gina has worked at 6 firms and has passed the Series 63, Series 66, SIE, Series 7 and Series 55 exams.
Biography
Caring. Reliable. Focused. That's how I'd describe my approach to client relationships. I strive to create a collaborative atmosphere that sets my clients at ease, so I can help them identify their financial objectives. I pay close attention to what they have to say, and I enjoy learning about their backgrounds. Getting to know my clients on a personal level is a first step toward helping them develop plans for the future.
Question & Answer
What are your service offerings?
Retirement Planning
Education Planning
Insurance Planning
Estate Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Investment Planning
Tax Planning
Business Succession Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Gina Marie Crosetto | Gina C Hurford
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.
CRS (Client Relationship Summary) - RIA
Click below to view Gina Crosetto Hurford's 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®
CFP®
Start date: 2011
Education
University of San Diego
Bachelor of Arts (BA) - Business Administration & Art History
2006
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: California Other, Sacramento, CA 95814RIA
CRD#: 104555
TUSTIN, CA
Current
April 2, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 279 West South Temple, Salt Lake City, UT 84104BD
CRD#: 7784
Salt Lake City, UT
Past
April 9, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SAN FRANCISCO, CA
Past
June 12, 2014 - October 12, 2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
SAN FRANCISCO, CA
Past
May 22, 2014 - October 12, 2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
SAN FRANCISCO, CA
Past
October 19, 2011 - May 7, 2014
THE ADVISORY GROUP OF SAN FRANCISCO, LLC
RIA
CRD#: 108110
SAN FRANCISCO, CA
Past
July 31, 2008 - June 21, 2011
CHRISTOPHER WEIL & COMPANY, INC.
RIA
CRD#: 22090
SAN DIEGO, CA
Past
May 22, 2008 - June 21, 2011
CHRISTOPHER WEIL & COMPANY, INC.
BD
CRD#: 22090
SAN DIEGO, CA
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(10/31/2019)
RR
Alaska(1/6/2024)
RR
Arizona(4/23/2020)
RR
Arkansas(1/6/2024)
RR
California(4/2/2019)
IAR
California(3/31/2025)
RR
Colorado(11/17/2020)
RR
Connecticut(5/19/2023)
RR
Delaware(1/6/2024)
RR
District of Columbia(1/6/2024)
RR
Florida(7/17/2020)
RR
Georgia(10/31/2019)
RR
Hawaii(10/8/2021)
RR
Idaho(11/17/2020)
RR
Illinois(11/30/2020)
RR
Indiana(11/30/2020)
RR
Iowa(1/6/2024)
RR
Kansas(10/31/2019)
RR
Kentucky(1/6/2024)
RR
Louisiana(1/6/2024)
RR
Maine(1/6/2024)
RR
Maryland(7/28/2023)
RR
Massachusetts(5/6/2022)
RR
Michigan(11/30/2020)
RR
Minnesota(1/6/2024)
RR
Mississippi(1/6/2024)
RR
Missouri(11/17/2020)
RR
Montana(11/17/2020)
RR
Nebraska(1/6/2024)
RR
Nevada(5/6/2022)
RR
New Hampshire(1/6/2024)
RR
New Jersey(11/30/2020)
RR
New Mexico(11/30/2020)
RR
New York(10/31/2019)
RR
North Carolina(7/17/2020)
RR
North Dakota(1/6/2024)
RR
Ohio(1/6/2024)
RR
Oklahoma(1/6/2024)
RR
Oregon(11/17/2020)
RR
Pennsylvania(10/31/2019)
RR
Rhode Island(1/6/2024)
RR
South Carolina(7/17/2020)
RR
South Dakota(1/6/2024)
RR
Tennessee(10/31/2019)
RR
Texas(10/9/2020)
IAR
Texas(3/31/2025)
RR
Utah(11/17/2020)
RR
Vermont(9/29/2023)
RR
Virginia(9/18/2020)
RR
Washington(7/17/2020)
RR
West Virginia(1/6/2024)
RR
Wisconsin(11/17/2020)
RR
Wyoming(1/6/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 11/18/2008
Limited Representative-Equity Trader ExamSRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
STRATEGIC ADVISERS LLC
Vice President, Executive Planning ConsultantCRD#: 104555Tustin, CATRUST BUT VERIFY
Monitor Gina Hurford
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
