Tasha M Shadle

Employer firm

Crossover Capital CRD 326625

$179M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2004 → 05/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Princeton, NJ
• 01/2016 → 05/2023
  Bank Of America, N.A.
  Princeton, NJ
• 05/2023 → Present
  Crossover Capital Brands Llc Dba Crossover Capital
  Berwyn, PA

Previous Registrations

• 2004-07-29 → 2023-05-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Princeton, NJ
  Princeton, NJ
  Newtown, PA

Exams

• S66 Uniform Combined State Law Examination
  2004-07-28

Other Names

• Tasha M Shadle
• Tasha M Shadleson