NC
Nathan M. Crosby
CROSBY ADVISORY GROUP
Ashland, OH 44805
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CRD#: 6055872
NC
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nate Marc Crosby | Nathan Marc Crosby
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.
PROPERTY & CASUALTY INSURANCE SALES AGENT APPROXIMATELY 30 HOURS PER WEEK Crosby Advisory Group, LLC (my business) is also licensed with the State of Ohio to sell property & casualty insurance. Crosby Advisory Group, LLC also sells and services fixed annuity products. I have a licensed P&C agent that is an employee of Crosby Advisory Group, LLC that services property casualty insurance. Nate Crosby (owner) services and sells annuity products. Principal; NMD Insurance Agency, Inc.; investment related: Yes; Location: 38033 Euclid Ave T12 Willoughby OH 44094 USA; Description of the business: Nate Crosby owns 25% of NMD Insurance Agency Inc. which is a property/ casualty insurance agency selling auto, home and business insurance.; Responsibilities Duties: Owner. Does not manage employees on a day to day basis. Responsible for strategic vision and direction of the agency.; Start date with business: 2021-10-01; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 30;
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Marc Crosby'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®
NoneExperience
Current
April 27, 2016 - Present
CROSBY ADVISORY GROUP, LLC
Office #1: 19 W. Main St., Ashland, OH 44805RIA
CRD#: 282673
Ashland, OH
Past
May 8, 2012 - May 4, 2016
INTEGRATED WEALTH MANAGEMENT, INC.
RIA
CRD#: 141092
UNIONTOWN, OH
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
Florida(3/25/2021)
IAR
Ohio(4/27/2016)
IAR
Texas(7/7/2021)
IAR
Wisconsin(1/12/2024)
Current Firm
CA
CROSBY ADVISORY GROUP, LLC
CAG MARKETING | CROSBY ADVISORY GROUP, LLC | CROSBY ADVISORY GROUP, INC.
CRD#: 282673 / SEC#:
Florida
Registered Investment Advisory firm - (3/25/2021 Approved)Ohio
Registered Investment Advisory firm - (4/27/2016 Approved)Texas
Registered Investment Advisory firm - (7/7/2021 Conditional Restricted)Wisconsin
Registered Investment Advisory firm - (1/11/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
19 W. Main St., Ashland, OH 44805
Mailing Address
Phone number
(419) 496-0770
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 927 |
| AUM (Assets Under Management) | $ 63,836,858 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CROSBY ADVISORY GROUP, LLC
CRD#: 282673Ashland, OH 44805TRUST BUT VERIFY
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