Steven Crossett, financial advisor Melbourne FL
93 score

Steven Crossett

CRD Number: 1977387
Current Firm: The Mutual Fund Store

Steven Crossett (CRD# 1977387) is an Investment Advisor Representative working at The Mutual Fund Store in Melbourne, FL and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Tmfs Advisors, LLC Overland Park, KS Jun 2015 - Current 1
The Mutual Fund Store-florida, LLC Overland Park, KS May 2007 - Aug 2015 8
The Mutual Fund Store-west Palm Beach, LLC West Palm Beach, FL Jun 2007 - Dec 2008 1
Tmfs-west Palm Beach, LLC West Palm Beach, FL Apr 2007 - May 2007 < 1
Tmfs-melbourne, LLC Melbourne, FL Feb 2007 - May 2007 < 1
O'sullivan Creel Wealth Advisors, LLP Pensacola, FL Jan 2004 - Feb 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1993
S66 NASAA Uniform Combined State Law Examination Jun 2004
Contact Info for Steven E. Crossett
Phone Number: 913-319-8100
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    8,138
    MILLIONS
  • Total Number of Accounts
    69,645
    ACCOUNTS
  • Average Account Value
    $116,844
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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