Marc Crosby, financial advisor Saratoga CA
93 score

Marc Crosby

CRD 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.

Similar Advisors
William Martin, financial advisor Saratoga CA
William H. Martin
CRD# 1568084
Altos Investments, Inc.
Score
106
Similar Advisors
David Meyers, financial advisor Saratoga CA
David S. Meyers
CRD# 3202058
Meyers Wealth Management
Score
104
Similar Advisors
Jennifer Davis, financial advisor Saratoga CA
Jennifer A. Davis
CRD# 2481766
Skyoak Wealth Management, Inc.
Score
93
Professional Designations
Company Name Location Dates Years
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
Contact Info for Marc C. Crosby
Phone Number: (408) 741-2330
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,638
    MILLIONS
  • Total Number of Accounts
    2,890
    ACCOUNTS
  • Average Account Value
    $566,811
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CT, FL, GA, LA, MD, NC, NY, OK, TN, TX, WA, WI

Ready to hire a financial advisor? Get competitive proposals from Marc Crosby and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.