Robert Moseley Crosland

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2010 → Present
  Commonwealth Financial Network
  Waltham, MA
• 02/2010 → Present
  Crosland Wealth Management, Inc.
  Starkville, MS

Previous Registrations

• 2008-01-01 → 2010-02-17
  Wells Fargo Clearing Services, Llc
  Starkville, MS
• 2003-12-08 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Starkville, MS
  St. Louis, MO

Other Businesses

1. Fixed insurance sales; as of 02/09/2011; Less than 10% time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Crosland Wealth Management, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 2/16/2010; 100% time spent during business hours; Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-06-26
• S63 Uniform Securities Agent State Law Examination
  1989-03-04

Designations

• Certified Financial Planner

Other Names

• Robert Mosley Crosland
• Robert Moseley Crosland
• Bobby Crosland
• Robert Moseley (Iii) Crosland