Todd Crosby, financial advisor Cypress TX

Todd Crosby

CRD Number: 7460908
Current Firm: Knights Of Columbus Asset Advisors LLC

Todd Crosby (CRD# 7460908) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Cypress, TX and has 1 year of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
Knights Of Columbus - Asset Advisors Cypress, TX Oct 2021 - Current < 1
Knights Of Columbus - Insurance Cypress, TX Jul 2021 - Current < 1
Exxonmobil Oil Corporation Spring, TX Jan 2001 - May 2021 20
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Todd Crosby
Phone Number: 844-523-8637
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    29,240
    MILLIONS
  • Total Number of Accounts
    775
    ACCOUNTS
  • Average Account Value
    $37,728,539
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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