Wesley Cross is a registered investment advisor at Olson, Cross & Alamo Advisors LLC, based in Red Bank, NJ, with 14 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 61 clients with $56M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OCA's fee for managing your investments is a percentage of the value of your portfolio, and it's individually negotiated with each client. The fee is deducted from your account quarterly.
Location
125 Half Mile Road, Suite 200, Red Bank, NJ, 07701
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Regulatory History
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.
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Wesley is a partner in Olson, Cross & Alamo Holdings LLC, a registered investment advisor, dedicating a few hours per week. Wesley also has a garment design and manufacturing business with his daughter, spending a few hours per week on it.
Employment History
Current Registrations
Olson, Cross & Alamo Advisors LLC
Previous Registrations
Ernst & Young Investment Advisers LLP
State Registrations5 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.