RC
Riley S. Crosbie
RILEY S. CROSBIE ADVISORY DBA CROSBIE FINANCIAL
PROVIDENCE, UT
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CRD#: 6538869
RC
Professional summary
Riley Stevens Crosbie, CFP® is a registered financial advisor currently at RILEY S. CROSBIE ADVISORY, LLC DBA CROSBIE FINANCIAL located in Providence, 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.
Question & Answer
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.
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.
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®
Start date: 2017
Experience
Current
June 25, 2025 - Present
RILEY S. CROSBIE ADVISORY, LLC DBA CROSBIE FINANCIAL
RIA
CRD#: 336507
PROVIDENCE, 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)
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)Upgrade to AdvisorCheck Premium
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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
0
Red Flags
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