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Walter Crossley

Raymond James Financial Services Advisors, INC
29 Years of Experience
Merritt Island, FL
5 DisclosuresBroker
View SEC Summary
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Walter Crossley is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Merritt Island, FL, with 29 years of industry experience. Walter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2395 North Courtenay Pkwy, Suite 201, Merritt Island, FL, 32953

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2022
Denied
Criminal
November 2012
Final Disposition
Customer Dispute
November 2009
Denied
Customer Dispute
March 2002
Settled
Judgment / Lien
February 1995
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Walter is a board member for 321 Empowerment Inc., a youth organization, and a committee member for the Preeclampsia Foundation, dedicating minimal time to each. He is also the President of Crossley Shear Inc., taking about half of his time, and a VP of Crossley Shear Inc., dedicating minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2009 - Present · 17 yrs
Raymond James Financial Services, INC.Broker
February 2003 - Present · 23 yrs 8 mos
Previous Registrations
Raymond James Financial Services
February 2003 - November 2009 · 6 yrs 9 mos
Esi Financial Advisors
July 2000 - February 2003 · 2 yrs 7 mos
Equity Services, INC.Broker
July 2000 - February 2003 · 2 yrs 7 mos
AXA Advisors, LLCBroker
August 1997 - June 2000 · 2 yrs 10 mos
The Equitable Life Assurance Society of the United StatesBroker
August 1997 - January 2000 · 2 yrs 5 mos
Wma Securities, INC.Broker
October 1996 - July 1997 · 9 mos
State Registrations45 states
ALAZCACOCTDCDEFLGAIAILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPARISCTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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