Gregory Crosby
Gregory Crosby is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Modesto, CA, with 40 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1101 Sylvan Avenue, Suite B-2, Modesto, CA, 95350
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 1999Other Business ActivitiesSells Insurance
Gregory engages in fixed and variable insurance activities, including VAs, VULs, term insurance, UL, and fixed annuities. He is also the owner of Crosby Capital Advisors, LLC and spends minimal time on it, and a financial advisor for Southland Equity Partners, LLC, dedicating nearly full-time hours to financial advice, planning, and asset management.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Southland Equity Partners, LLC.
Previous Registrations
Southland Equity Partners, LLC.
Fsc Securities Corporation
Crosby, Trevino & Associates, INC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
American Express Financial Advisors INC.Broker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.