Crossgate Wealth Advisors, LLC

Crossgate Wealth Advisors, LLC (CRD# 121856) is a financial advisory firm headquartered in Yardley, PA. They manage $209,020,527 in 760 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
605 Floral Vale Blvd., Yardley, PA 19067
https://www.linkedin.com/company/crossgate-wealth-advisors-llc
By the Numbers
  • Total Assets Under Management
    209
    MILLION
  • Total Number of Accounts
    760
    ACCOUNTS
  • Average Account Value
    $275,027
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, FL, MA, NE, NH, NJ, PA, TX, VA

Financial Advisors at Crossgate Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John Rea, financial advisor Yardley PA
John D. Rea
CRD#: 1394178
605 Floral Vale Blvd., Yardley, PA 19067

John Rea (CRD# 1394178) is an Investment Advisor Representative working at Crossgate Wealth Advisors, LLC in Yardley, PA and has 1 year of experience in the finance industry.

2
Nickolaus Von Dohlen, financial advisor Yardley PA
Nickolaus C. Von Dohlen
CRD#: 7006364
605 Floral Vale Blvd., Yardley, PA 19067

Nickolaus Von Dohlen (CRD# 7006364) is an Investment Advisor Representative working at Crossgate Wealth Advisors, LLC in Yardley, PA and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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