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Riley S. Crosbie

RILEY S. CROSBIE ADVISORY, LLC DBA CROSBIE FINANCIAL
LOGAN, UT 84321
Some features on this profile are disabled
CRD#: 6538869
RC
Riley Stevens CrosbieRILEY S. CROSBIE ADVISORY, LLC DBA CROSBIE FINANCIAL

Professional summary

Riley Stevens Crosbie, CFP® is a registered financial advisor currently at RILEY S. CROSBIE ADVISORY, LLC DBA CROSBIE FINANCIAL located in Logan, Utah.

Riley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Riley has worked at 4 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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.
Name: CacheTech Investment Related: Yes Address: 701 S. Main STE 400, Logan UT 84321 Nature: Technology for RIAs Position: Owner Start Date: 7/1/2023 Hours Per Month: 1 Hours Per Day During Trading: 1 Duties: Help with oversight of the company. ProV1 Holdings ?LLC used to hold a passive ownership in a commercial real estate property ?Business is not invested related ?Duties are limited to managing LLC. There is no involvement in the real estate ?owe approximately 40% of the LLC ?devote less than 1 hour per month ?Client of adviser / insurance will NOT be solicited to invest ?Clients of other businesses were not or will not be solicited to receive services from the Adviser. Quantum Healthcare ?brother's telehealth business. He a Dr. involvement was limited to that of assisting him in getting the business up and running. Passive owner ?Business is not investment related ?No ongoing duties. ?I have no ownership in the business. ?devote zero time to this business ?Client of adviser / insurance will NOT be solicited to invest ?Clients of other businesses were not or will not be solicited to receive services from the Adviser. ?businesses were not or will not be solicited to receive services from the Adviser. Independent insurance agent ?Business is invested related ?Recommend insurance products or services as needed ?100% ownership as sole prop ?I devote less than 2 hours per month ?Client of adviser will be solicited to invest ?Clients of other businesses were not or will not be solicited to receive services from the Adviser.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Riley Stevens Crosbie'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®

Certified Financial Planner

Start date: 2017

Experience

Current

June 25, 2025 - Present

RILEY S. CROSBIE ADVISORY, LLC DBA CROSBIE FINANCIAL

Office #1: 76 E 200 N Suite 110, Logan, UT 84321
RIA
CRD#: 336507
LOGAN, UT
Past

October 10, 2017 - June 10, 2025

ADAMS WEALTH ADVISORS

RIA
CRD#: 286087
LOGAN, UT
Past

November 30, 2015 - October 2, 2017

ALLEGIS INVESTMENT ADVISORS, LLC

RIA
CRD#: 157314
Logan, UT
Past

August 3, 2015 - November 25, 2015

BEACON FINANCIAL PLANNING, LLC

RIA
CRD#: 121462
LOGAN, UT

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
Texas
(7/21/2025)
IAR
Utah
(6/25/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/3/2015
Uniform Investment Adviser Law Examination

Current Firm

RS
RILEY S. CROSBIE ADVISORY, LLC DBA CROSBIE FINANCIAL
RILEY S. CROSBIE ADVISORY | RILEY S. CROSBIE ADVISORY, LLC DBA CROSBIE FINANCIAL | RILEY S. CROSBIE ADVISORY, LLC

CRD#: 336507 / SEC#:

Texas
Registered Investment Advisory firm - (7/7/2025 Conditional Restricted)
Utah
Registered Investment Advisory firm - (6/25/2025 Approved)
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Contact information

Main Address
Providence, UT
Mailing Address
Phone number
(435) 374-8124
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

RILEY S. CROSBIE ADVISORY, LLC DBA CROSBIE FINANCIAL

CRD#: 336507Logan, UT 84321

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