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Oleg Cross

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CRD#: 7021516
OC

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Oleg Cross was a registered financial professional .

Oleg is a previously registered financial professional and started their career in finance in 2018. Oleg had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
I am a Shareholder, Attorney, and President of Cross Law APC, a professional corporation, an estate planning and litigation law firm. This business is not investment-related. Address: Cross Law APC, 5190 Governor Dr., Suite 108, San Diego, CA 92122. I have practiced law with Cross Law APC and its predecessor entities (Cross Plaintiff Law Firm APC, Cross Prescott APC, and Cross Law Group, a sole proprietorship) since September 2009. In the past, I have devoted approximately 160 hours per month to this practice, including up to 8 hours per day during trading hours. Going forward, I expect to devote approximately 50% of my time to my law practice at Cross Law APC and 50% of my time at Strategic Planning LLC.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

November 8, 2018 - August 15, 2024

STRATEGIC PLANNING LLC

RIA
CRD#: 298634
SAN DIEGO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 8/10/2018
Uniform Investment Adviser Law Examination

Current Firm

SP
STRATEGIC PLANNING LLC
STRATEGIC PLANNING LLC

CRD#: 298634 / SEC#:

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Contact information

Main Address
5190 Governor Dr., Suite 108, San Diego, CA 92122
Mailing Address
Phone number
(619) 623-2120
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts1
AUM (Assets Under Management)$ 3,806,661

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

STRATEGIC PLANNING LLC

CRD#: 298634

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