Stockcross Financial Services

Stockcross Financial Services (CRD# 6670) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $21,383,342 in 43 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $497,287
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
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, IA, NV

Financial Advisors at Stockcross Financial Services
Showing 1 - 10 of 22 top financial advisors.
1
Thaddeus J. Berdzik
CRD#: 4990975
15 Exchange Place, Suite 615, Jersey City, NJ 07302
96
Wealthminder
score

Thaddeus Berdzik (CRD# 4990975) is an Investment Advisor Representative working at Stockcross Financial Services in Jersey City, NJ and has over 13 years of experience in the finance industry.

2
Rodney J. Carrasquillo
CRD#: 1830784
10012 North Dale Mabry Highway, Suite 108, Tampa, FL 33618
93
Wealthminder
score

Rodney Carrasquillo (CRD# 1830784) is an Investment Advisor Representative working at Stockcross Financial Services in Tampa, FL and has over 16 years of experience in the finance industry.

3
Michael J. Colombino
CRD#: 4871852
9464 Wilshire Boulevard, Beverly Hills, CA 90212
93
Wealthminder
score

Michael Colombino (CRD# 4871852) is an Investment Advisor Representative working at Stockcross Financial Services in Beverly Hills, CA and has over 12 years of experience in the finance industry.

4
Edmond L. Dantes
CRD#: 702381
9464 Wilshire Boulevard, Beverly Hills, CA 90212
93
Wealthminder
score

Edmond Dantes (CRD# 702381) is an Investment Advisor Representative working at Stockcross Financial Services in Beverly Hills, CA and has over 20 years of experience in the finance industry.

5
Richard S. Gebbia
CRD#: 2348552
9464 Wilshire Blvd, Beverly Hills, CA 90212
93
Wealthminder
score

Richard Gebbia (CRD# 2348552) is an Investment Advisor Representative working at Stockcross Financial Services in Beverly Hills, CA and has over 24 years of experience in the finance industry.

6
James W. Latimer
CRD#: 2738097
1900 St. James Place, Suite 120, Houston, TX 77056
93
Wealthminder
score

James Latimer (CRD# 2738097) is an Investment Advisor Representative working at Stockcross Financial Services in Houston, TX and has over 21 years of experience in the finance industry.

7
Tammy J. Rasplicka
CRD#: 3218230
18045 Oak Street, Omaha, NE 68130
93
Wealthminder
score

Tammy Rasplicka (CRD# 3218230) is an Investment Advisor Representative working at Stockcross Financial Services in Omaha, NE and has over 18 years of experience in the finance industry.

8
Andrew H. Reich
CRD#: 1966909
9464 Wilshire Boulevard, Beverly Hills, CA 90212
93
Wealthminder
score

Andrew Reich (CRD# 1966909) is an Investment Advisor Representative working at Stockcross Financial Services in Beverly Hills, CA and has over 23 years of experience in the finance industry.

9
Ronald J. Roberts
CRD#: 1600521
190 North Canon Dr, Ste 421, Beverly Hills, CA 90210
93
Wealthminder
score

Ronald Roberts (CRD# 1600521) is an Investment Advisor Representative working at Stockcross Financial Services in Beverly Hills, CA and has over 27 years of experience in the finance industry.

10
Wayne C. Klatt
CRD#: 1865145
9464 Wilshire Boulevard, Beverly Hills, CA 90212
90
Wealthminder
score

Wayne Klatt (CRD# 1865145) is an Investment Advisor Representative working at Stockcross Financial Services in Beverly Hills, CA and has over 14 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.