Louis Crosier, financial advisor Wellesley MA
93 score

Louis Crosier

CRD Number: 3107747
Current Firm: Wellesley Investment Partners, LLC

Louis Crosier (CRD# 3107747) is an Investment Advisor Representative working at Wellesley Investment Partners, LLC in Wellesley, MA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Wellesley Investment Partners Wellesley, MA Sep 2014 - Current 2
New Course Strategy LLC Wellesley, MA Apr 2013 - Aug 2014 1
Windhaven Investment Management, Inc. Boston, MA Nov 2010 - Dec 2012 2
Windward Investment Management Boston, MA Aug 2002 - Nov 2010 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Oct 2002
Contact Info for Louis P. Crosier
Phone Number: 781-431-1325
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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