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Wesley Cross

OLSON, CROSS & ALAMO ADVISORS
RED BANK, NJ
·CRD# 5493425·18 years experience

Professional Summary

Wesley Cross, who also goes by Vassili Andonov, is a registered financial advisor currently at OLSON, CROSS & ALAMO ADVISORS LLC located in Red Bank, New Jersey. Wesley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Wesley has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 53, Series 4 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Vassili Andonov

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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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Years of Experience

18 years in the financial services industry

Current & Past Employments

OLSON, CROSS & ALAMO ADVISORS LLC·CRD# 157960
RIA
125 Half Mile Road Suite 200, Red Bank, NJ 07701
January 23, 2013 - Present
OLSON, CROSS & ALAMO LLC·CRD# 157249
BD
New York, NY
October 31, 2011 - January 15, 2016
ERNST & YOUNG INVESTMENT ADVISERS LLP·CRD# 110921
RIA
Secaucus, NJ
February 16, 2010 - March 30, 2011
MCGINN, SMITH & CO., INC.·CRD# 8453
BD
New York, NY
September 8, 2008 - October 30, 2009
BROOKVILLE CAPITAL PARTNERS·CRD# 102380
BD
New York, NY
April 16, 2008 - September 17, 2008

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Current Firm

OC
OLSON, CROSS & ALAMO ADVISORS LLC

OLSON, CROSS & ALAMO ADVISORS LLC

CRD#: 157960
California
Registered Investment Advisory firm - California (5/21/2015 Approved)
Florida
Registered Investment Advisory firm - Florida (1/23/2013 Approved)
Louisiana
Registered Investment Advisory firm - Louisiana (11/11/2025 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (9/22/2016 Approved)
New York
Registered Investment Advisory firm - New York (9/14/2011 Approved)
Texas
Registered Investment Advisory firm - Texas (8/15/2025 Conditional Restricted)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

125 Half Mile Road Suite 200, Red Bank, NJ 07701

Phone Number

(212) 608-1805

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

140

AUM (Assets Under Management)

$76,459,880

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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.

OLSON, CROSS & ALAMO ADVISORS, LLC, A SISTER COMPANY TO THE FIRM THAT IS A REGISTERED INVESTMENT ADVISOR WITH THE STATE OF NEW YORK. APPROXIMATELY 8 HOURS A WEEK. MR. CROSS IS A PARTNER OF OLSON, CROSS & ALAMO HOLDINGS LLC, AN ENTITY THAT MAY DO NON-SECURITIES RELATED WORK. WESLEY CROSS HAS A BUSINESS WITH HIS DAUGHTER IN A GARMENT DESIGN AND MANUFACTURING VENTURE, SPENDING APPROXIMATELY 2-8 HOURS A WEEK OUTSIDE OF MARKET HOURS.

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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.
IAR
California
(5/21/2015)
IAR
Florida
(1/23/2013)
IAR
New Jersey
(9/22/2016)
IAR
New York
(2/14/2021)
IAR
Texas
(8/15/2025)

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.

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2008About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2007About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Jan 2016About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 2008About the Series 7 exam

Series 53 — Municipal Securities Principal Examination

Passed Sep 2011About the Series 53 exam

Series 4 — Registered Options Principal Examination

Passed Jun 2011About the Series 4 exam

Series 24 — General Securities Principal Examination

Passed Apr 2011About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Wesley Cross's CRS (Customer Relationship Summary).

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WC
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