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WC

Wesley Cross

OLSON, CROSS & ALAMO ADVISORS LLC
Red Bank, NJ 07701
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CRD#: 5493425
WC

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.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Vassili Andonov

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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Wesley Cross'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®
None

Experience


Current

January 23, 2013 - Present

OLSON, CROSS & ALAMO ADVISORS LLC

Office #1: 125 Half Mile Road Suite 200, Red Bank, NJ 07701
RIA
CRD#: 157960
Red Bank, NJ
Past

October 31, 2011 - January 15, 2016

OLSON, CROSS & ALAMO LLC

BD
CRD#: 157249
NEW YORK, NY
Past

February 16, 2010 - March 30, 2011

ERNST & YOUNG INVESTMENT ADVISERS LLP

RIA
CRD#: 110921
SECAUCUS, NJ
Past

September 8, 2008 - October 30, 2009

MCGINN, SMITH & CO., INC.

BD
CRD#: 8453
NEW YORK, NY
Past

April 16, 2008 - September 17, 2008

BROOKVILLE CAPITAL PARTNERS

BD
CRD#: 102380
NEW YORK, NY

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.

Highlighted states indicate IAR registrations

IAR
California
(5/21/2015)
IAR
Florida
(1/23/2013)
IAR
Louisiana
(3/6/2023)
IAR
New Jersey
(9/22/2016)
IAR
New York
(2/14/2021)
IAR
Texas
(8/15/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 4/23/2008
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


OC
OLSON, CROSS & ALAMO ADVISORS LLC
OLSON, CROSS & ALAMO ADVISORS LLC

CRD#: 157960 / SEC#:

California
Registered Investment Advisory firm - (5/21/2015 Approved)
Florida
Registered Investment Advisory firm - (1/23/2013 Approved)
Louisiana
Registered Investment Advisory firm - (11/11/2025 Termination Requested)
New Jersey
Registered Investment Advisory firm - (9/22/2016 Approved)
New York
Registered Investment Advisory firm - (9/14/2011 Approved)
Texas
Registered Investment Advisory firm - (8/15/2025 Conditional Restricted)
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Contact information


Main Address
125 Half Mile Road Suite 200, Red Bank, NJ 07701
Mailing Address
Phone number
(212) 608-1805
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts125
AUM (Assets Under Management)$ 55,677,339

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


OLSON, CROSS & ALAMO ADVISORS LLC

CRD#: 157960Red Bank, NJ 07701

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