CC
CC

Christopher Crosby

21 Years of Experience
Cherry Hill, NJ
BrokerSells Insurance

Christopher Crosby is a registered investment advisor at Cetera Investment Advisers LLC, based in Cherry Hill, NJ, with 21 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

457 Haddonfield Rd Suite 220, Cherry Hill, NJ, 08002

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Christopher is the President of Crosby Private Wealth Advisors and owns real estate properties. He is also an insurance agent selling non-variable insurance and a Finance Board Trustee at Rowan College.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2025 - Present · 1 yr 3 mos
Cetera Advisors LLC
June 2025 - Present · 1 yr 3 mos
Cetera Advisors LLCBroker
June 2025 - Present · 1 yr 3 mos
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
December 2021 - June 2025 · 3 yrs 6 mos
Ae Wealth Management, LLC
November 2020 - December 2021 · 1 yr 1 mo
Truadvice LLC
April 2020 - October 2020 · 6 mos
Bny Mellon Securities CorporationBroker
September 2015 - December 2019 · 4 yrs 3 mos
Alps Distributors, INC.Broker
April 2008 - December 2013 · 5 yrs 8 mos
Lincoln Financial Distributors, INC.
November 2006 - March 2008 · 1 yr 4 mos
Lincoln Financial Distributors, INC.Broker
November 2006 - March 2008 · 1 yr 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
September 2004 - August 2006 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2004 - August 2006 · 1 yr 11 mos
United Planners' Financial Services of America a Limited PartnerBroker
July 2002 - October 2004 · 2 yrs 3 mos
State Registrations20 states
CACTDCDEFLGAMAMDMENCNJNVNYOHPARISCVAWAWV
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.