Christopher Emilio Crosby

Current Employers

Employment History

• 08/2015 → 12/2019
  Bny Mellon
  New York, NY
• 04/2020 → 10/2020
  Truadvice Llc
  Sarasota, FL
• 10/2020 → 12/2021
  Ae Wealth Management, Llc
  Topeka, KS
• 12/2021 → Present
  Crosby Private Wealth Advisors
  Marlton, NJ
• 12/2021 → 06/2025
  United Planners Financial Services
  Scottsdale, AZ
• 12/2019 → 01/2023
  Christopher Crosby
  Marlton, NJ
• 05/2015 → 06/2025
  Christopher E Crosby
  Westampton, NJ
• 01/2020 → 06/2025
  Christopher Crosby
  Westampton, NJ
• 06/2025 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 06/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-12-08 → 2025-06-12
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
  Cherry Hill, NJ
  Ship Bottom, NJ
• 2020-11-19 → 2021-12-06
  Ae Wealth Management, Llc
  Marlton, NJ
  Ship Bottom, NJ
  Marlton, NJ
• 2020-04-14 → 2020-10-14
  Truadvice Llc
  Westampton, NJ
  Sarasota, FL
• 2006-11-08 → 2008-03-17
  Lincoln Financial Distributors, Inc.
  Radnor, PA
• 2004-09-28 → 2006-08-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Moorestown, NJ
  Moorestown, NJ
  Pennington, NJ

Other Businesses

1. NAME OF OTHER BUSINESS: ROWAN COLLEGE INVESTMENT RELATED: NO ADDRESS: 900 COLLEGE CIR, MT LAUREL TOWNSHIP, NJ 08054 NATURE OF BUSINESS: INVESTMENT COUNCIL/COMMITTEE POSITION/TITLE/RELATIONSHIP: TRUSTEE START DATE: 6/2025 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: ON THE BOARD REVIEWING INVESTMENT ADVISORS AND PORTFOLIO ALLOCATIONS AS WELL AS RESEARCHING INVESTMENT OPTIONS FOR THE FOUNDATION; 2. NAME OF OTHER BUSINESS: REAL ESTATE INVESTMENT RELATED: NO ADDRESS: WESTAMPTON, NJ 08060 NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 5/2014 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OWNER; 3. NAME OF OTHER BUSINESS: CROSBY PRIVATE WEALTH ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 12/2021 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 60 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR, OFFICE MANAGER;

Exams

• S66 Uniform Combined State Law Examination
  2004-09-27

Other Names

• Christopher Crosby