Stockcross Financial Services

Stockcross Financial Services (CRD# 6670) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $23,265,388 in 38 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $612,247
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 17 years of experience in the finance industry.

3
Michael J. Colombino
CRD#: 4871852
9464 Wilshire Blvd, 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 13 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 21 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
Scott L. Halverson
CRD#: 1697937
10012 North Dale Mabry Highway, Suite 108, Tampa, FL 33618
93
Wealthminder
score

Scott Halverson (CRD# 1697937) is an Investment Advisor Representative working at Stockcross Financial Services in Tampa, FL and has over 26 years of experience in the finance industry.

7
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 22 years of experience in the finance industry.

8
Brian McRae
CRD#: 5777214
9464 Wilshire Boulevard, Beverly Hills, CA 90212
93
Wealthminder
score

Brian McRae (CRD# 5777214) is an Investment Advisor Representative working at Stockcross Financial Services in Beverly Hills, CA and has over 5 years of experience in the finance industry.

9
Valerie L. Miller
CRD#: 5150902
18045 Oak Street, Omaha, NE 68130
93
Wealthminder
score

Valerie Miller (CRD# 5150902) is an Investment Advisor Representative working at Stockcross Financial Services in Omaha, NE and has over 11 years of experience in the finance industry.

10
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 24 years of experience in the finance industry.

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