FIND A CROSBY EQUITY PARTNERS LLC FINANCIAL ADVISOR NEAR ME
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CRD#: 332494
RIA
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for CROSBY EQUITY PARTNERS LLC Comes From
Understanding the Statistics for CROSBY EQUITY PARTNERS LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
1118 East 9th Street, Brooklyn, NY 11230
Phone Number
(917) 656-9790
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
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The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at CROSBY EQUITY PARTNERS LLC
Michael N Beatty
IAR
CRD#: 6566220
Location:
Las Vegas, NV 89123
Company:
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Disclosures:
Experience:
10 years
CH
Charles Edward Ely Helme
IAR
CRD#: 712007
Location:
New York, NY 10018
Company:
BH ASSET MANAGEMENT, LLC
Disclosures:
Experience:
35 years
Dana Brent Napier
IAR
RR
CRD#: 2548155
Location:
Paris, TX 75460
Company:
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Disclosures:
Experience:
31 years
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