Nathan Marc Crosby
Professional Summary
Nathan Marc Crosby, who also goes by Nate Marc Crosby, Nathan Marc Crosby, is a registered financial advisor currently at CROSBY ADVISORY GROUP, LLC located in Ashland, Ohio. Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Nathan has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Nate Marc Crosby, Nathan Marc Crosby
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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 on record.
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Years of Experience
14 years in the financial services industry
Current & Past Employments
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Current Firm
CAG MARKETING | CROSBY ADVISORY GROUP, LLC | CROSBY ADVISORY GROUP, INC.
Contact Information
Main Address
19 W. Main St., Ashland, OH 44805Phone Number
(419) 496-0770# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
539AUM (Assets Under Management)
$81,449,963Similar Advisors
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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.
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State Registrations and Notice Filings
(4/27/2016)
(7/7/2021)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Nathan Marc Crosby's CRS (Customer Relationship Summary).
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