Best Investors Account Sign in
Inactive

Lee Eric Kerr

Crosswalk Investment Advisory, Inc.

Strasburg, PA

CRD 1789414

Claim This Profile
Employer firm

Crosswalk Investment Advisory, Inc. CRD 123428

$63.9M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Crosswalk Investment Advisory, Inc.

108 West Main Street, Strasburg, PA 17579 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-05-26
PA RA APPROVED 1999-11-03
  • NC RA
    APPROVED
    Since 2023-05-26
  • PA RA
    APPROVED
    Since 1999-11-03

Branch Locations

108 West Main Street, Strasburg, PA 17579 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Crosswalk Investment Advisory, Inc. Lancaster PA 07/1999 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-04-05
S63 Uniform Securities Agent State Law Examination 1988-01-20
  • S65 Uniform Investment Adviser Law Examination
    1995-04-05
  • S63 Uniform Securities Agent State Law Examination
    1988-01-20

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Strasburg, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor