Michael Crossley (CRD# 57730) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Dallas, TX and has over 44 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| B. Riley Wealth Advisors, Inc. | Memphis, TN | Jul 2022 - Current | 1 |
| B. Riley Wealth Management | Memphis, TN | Jan 2015 - Current | 9 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Jan 2015 | < 1 |
| Morgan Stanley Smith Barney | Dallas, TX | Jun 2009 - Jan 2015 | 5 |
| Citigroup Global Markets Inc. | Dallas, TX | Feb 2006 - Jan 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1979 |
| S65 | NASAA Investment Advisors Law Examination | May 1994 |
- TX
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Total Assets Under Management7,645MILLIONS
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Total Number of Accounts20,038ACCOUNTS
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Average Account Value$381,538
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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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