Marc CrosbyCRD Number: 6135326
Current Firm: Saratoga Research & Investment Management
Marc Crosby (CRD# 6135326) is an Investment Advisor Representative working at Saratoga Research & Investment Management in Saratoga, CA and has over 4 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Saratoga Research & Investment Management||Saratoga, CA||Mar 2011 - Current||5|
|Deloitte & Touche LLP||San Francisco, CA||Oct 2010 - Feb 2011||< 1|
|Deloitte & Touche LLP||Boston, MA||Aug 2007 - Oct 2010||3|
|Boston College||Newton, MA||May 2007 - Aug 2007||< 1|
|College Of The Holy Cross||Worcester, MA||Aug 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2012|
Total Assets Under Management1,638MILLIONS
Total Number of Accounts2,890ACCOUNTS
Average Account Value$566,811
- A percentage of assets under your management
- 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)
AL, AZ, CA, CT, FL, GA, LA, MD, NC, NY, OK, TN, TX, WA, WI