Lisa Crosta, financial advisor Basking Ridge NJ

Lisa Crosta

CRD Number: 6061779
Current Firm: Bpp Wealth Solutions, LLC

Lisa Crosta (CRD# 6061779) is an Investment Advisor Representative working at Bpp Wealth Solutions, LLC in Basking Ridge, NJ and has over 11 years of experience in the finance industry. Lisa Crosta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Danna Jacobs, financial advisor Basking Ridge NJ
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Similar Advisors
Michael Kay, financial advisor Basking Ridge NJ
Michael F. Kay
CRD# 1420183
Financial Life Focus, LLC
Similar Advisors
David Fowler, financial advisor Basking Ridge NJ
David A. Fowler
CRD# 5146297
Origin Financial
Professional Designations
Company Name Location Dates Years
Mass Mutual Life Insurance Company Iselin, NJ Jan 2021 - Current 2
Mutual Securities, Inc. Camarillo, CA Nov 2020 - Current 2
Bpp Wealth Solutions, LLC New York, NY Oct 2020 - Current 2
Arbonne International Madison, NJ Jan 2009 - Current 14
Mass Mutual Life Insurance Company Iselin, NJ Feb 2020 - Oct 2020 < 1
Mml Investors Services Iselin, NJ Feb 2020 - Oct 2020 < 1
Hennion & Walsh Inc. Parsippany, NJ Dec 2014 - Jan 2020 5
Heels To Laces Madison, NJ Oct 2013 - Jun 2015 1
Cactus River Inn Summitt, NJ Oct 2012 - Dec 2014 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2012
S66 NASAA Uniform Combined State Law Examination Apr 2015
Contact Info for Lisa A. Crosta
Phone Number: (908) 442-7750
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Lisa Crosta and other advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.