Curtis J. Crossland
SUTTLE CROSSLAND WEALTH ADVISORS
Scottsdale, AZ 85255
Some features on this profile are disabled
CRD#: 5972939
Professional summary
Curtis James Crossland, CFP® is a registered financial advisor currently at SUTTLE CROSSLAND WEALTH ADVISORS, LLC located in Scottsdale, Arizona and ORIGIN INVESTMENT ADVISORY LLC located in Phoenix, Arizona.
Curtis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Curtis has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
I'm a Phoenix native and spent over 10 years working for large wealth management firms.
I received my Bachelor of Science degree in Business Administration from the Graziadio Business School at Pepperdine University, and my Master of Business Administration with Finance Emphasis from Grand Canyon University.
I broke away from the status quo to give my clients the type of planning, resources and dedication they deserve, and became a founding partner of Suttle Crossland Wealth Advisors to accomplish that.
I have a strong commitment to lifetime learning, and I'm obsessed with finances.
When I'm not helping clients create their ideal plan, I'm out on an adventure with my wife and our 3 boys, chasing down the perfect craft barbeque, enjoying a weekend of football, or reading a good old fashioned book.
Question & Answer
What are your service offerings?
Social Security Planning
Investment Planning
Comprehensive Financial Planni...
Insurance Planning
Inheritance
Socially Responsible Investing
Tax Planning
Education Planning
Retirement Income Management
Retirement Planning
Budgeting
Do you have an area of expertise or specialization?
College/Education Planning
High Net Worth Client Needs
Investment Advice with Ongoing...
Investment Advice without Ongo...
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
None
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.
SUTTLE CROSSLAND WEALTH ADVISORS, LLC / INVESTMENT RELATED / SCOTTSDALE AZ / REGISTERED INVESTMENT ADVISOR / MANAGING MEMBER / NOV 2021 / 150 HOURS PER MONTH / 100% DURING TRADING HOURS. the name of the other business; Origin Investment Advisory, LLC whether the business is investment-related; Yes the address of the other business; 68 Harrison Avenue Ste 605 PMB 50966 Boston, MA 02115-1929 the nature of the other business; Investment Advisory Firm your position, title, or relationship with the other business; Financial Planner the start date of your relationship; 07/19/2022 the approximate number of hours/month you devote to the other business; 5 the number of hours you devote to the other business during securities trading hours; 5 and briefly describe your duties relating to the other business; Financial Planner
CRS (Client Relationship Summary) - RIA
Click below to view Curtis James Crossland'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: 2015
Experience
Current
March 2, 2022 - Present
SUTTLE CROSSLAND WEALTH ADVISORS, LLC
Office #1: 20715 N Pima Road Suite 108, Scottsdale, AZ 85255RIA
CRD#: 318700
Scottsdale, AZ
Current
July 19, 2022 - Present
ORIGIN INVESTMENT ADVISORY LLC
RIA
CRD#: 305353
PHOENIX, AZ
Past
August 23, 2016 - March 9, 2022
VANGUARD ADVISERS, INC.
RIA
CRD#: 106715
SCOTTSDALE, AZ
Past
August 22, 2016 - March 9, 2022
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
SCOTTSDALE, AZ
Past
April 3, 2013 - July 13, 2016
USAA FINANCIAL PLANNING SERVICES
RIA
CRD#: 106352
PHOENIX, AZ
Past
September 12, 2012 - April 5, 2013
USAA INVESTMENT SERVICES COMPANY
RIA
CRD#: 5475
PHOENIX, AZ
Past
October 4, 2011 - July 13, 2016
USAA FINANCIAL ADVISORS, INC.
BD
CRD#: 129035
PHOENIX, AZ
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
Arizona(3/2/2022)
IAR
California(1/28/2025)
IAR
Texas(5/11/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SUTTLE CROSSLAND WEALTH ADVISORS, LLC
SUTTLE CROSSLAND | SUTTLE CROSSLAND WEALTH ADVISORS, LLC
CRD#: 318700 / SEC#:
Arizona
Registered Investment Advisory firm - (3/2/2022 Approved)California
Registered Investment Advisory firm - (1/28/2025 Approved)Texas
Registered Investment Advisory firm - (4/26/2022 Conditional Restricted)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
20715 N Pima Road Suite 108, Scottsdale, AZ 85255
Mailing Address
Phone number
(602) 834-3905
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 108 |
| AUM (Assets Under Management) | $ 44,453,090 |
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
SUTTLE CROSSLAND WEALTH ADVISORS, LLC
CRD#: 318700Scottsdale, AZ 85255TRUST BUT VERIFY
Monitor Curtis Crossland
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
