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 5 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Parker Investment Management, LLC
Three Bell Capital LLC
|Saratoga Research & Investment Management||Saratoga, CA||Mar 2011 - Current||7|
|Deloitte & Touche LLP||San Francisco, CA||Oct 2010 - Feb 2011||< 1|
|Deloitte & Touche LLP||Boston, MA||Aug 2007 - Oct 2010||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2012|
Total Assets Under Management1,883MILLIONS
Total Number of Accounts3,283ACCOUNTS
Average Account Value$573,654
- 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, MD, NC, NV, NY, OR, TX, VT, WA, WI
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