Andrew Crosby (CRD# 5519636) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 15 years of experience in the finance industry. Andrew 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.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale, AZ | Sep 2020 - Current | 3 |
| My Financial Coach | Scottsdale, AZ | Aug 2019 - Sep 2020 | 1 |
| Northwestern Mutual Investment Services LLC | Scottsdale, AZ | Jun 2018 - Aug 2019 | 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jun 2018 - Aug 2019 | 1 |
| Learnvest Inc. (a Northwestern Mutual Company) | Scottsdale, AZ | Jul 2017 - Jun 2018 | < 1 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Apr 2008 - Jul 2017 | 9 |
| Crosby Consulting, Inc. | Phoenix, AZ | Jan 2001 - Dec 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2008 |
- AZ
- TX
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Total Assets Under Management333,067MILLIONS
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Total Number of Accounts804,462ACCOUNTS
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Average Account Value$414,024
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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