Dana Crosby, financial advisor Rancho Mirage CA

Dana Crosby

CRD Number: 2314538
Current Firm: Belpointe Asset Management LLC

Dana Crosby (CRD# 2314538) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Rancho Mirage, CA and has over 30 years of experience in the finance industry. Dana Crosby 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.

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Professional Designations
Company Name Location Dates Years
Belpointe Asset Management, LLC Phoenix, AZ Dec 2020 - Current 3
Sc Capital Advisors Rancho Mirage, CA Jul 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1993
S65 NASAA Investment Advisors Law Examination Mar 2010
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Dana L. Crosby
Phone Number: 2036293300
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3,855
    MILLIONS
  • Total Number of Accounts
    16,063
    ACCOUNTS
  • Average Account Value
    $240,011
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VT, WA, WI, WV, WY

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