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Scott Crosby

8 Years of Experience
Wilmington, DE
BrokerSells Insurance

Scott Crosby is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wilmington, DE, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1011 Centre Road, Suite 110, Wilmington, DE, 19805

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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.

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Other Business ActivitiesSells Insurance

Scott is an independent contractor as a financial advisor for Bassett, Brosius, Foy & Associates. He is also an agent for Life Brokerage LLC, handling life insurance business and other insurance cases, dedicating a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2017 - Present · 8 yrs 6 mos
Raymond James Financial Services, INC.Broker
October 2017 - Present · 8 yrs 7 mos
Raymond James Financial Services, INC.
October 2017 - Present · 8 yrs 7 mos
State Registrations23 states
CACOCTDCDEFLGAHIINMAMDMONCNHNJNYPASCTXUTVAVirgin IslandsWI
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.