Olson, Cross & Alamo Advisors LLC

Olson, Cross & Alamo Advisors LLC (CRD# 157960) is a financial advisory firm headquartered in New York, NY. They manage $7,700,000 in 62 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $124,194
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NY

Financial Advisors at Olson, Cross & Alamo Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Wesley Cross
CRD#: 5493425
140 Broadway, 46th Floor, New York, NY 10005
93
Wealthminder
score

Wesley Cross (CRD# 5493425) is an Investment Advisor Representative working at Olson, Cross & Alamo Advisors LLC in New York, NY and has over 9 years of experience in the finance industry.

2
Patrick J. Darby
CRD#: 5862479
140 Broadway, 46th Floor, New York, NY 10005
93
Wealthminder
score

Patrick Darby (CRD# 5862479) is an Investment Advisor Representative working at Olson, Cross & Alamo Advisors LLC in New York, NY and has over 5 years of experience in the finance industry.

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