Erin Elizabeth Crossley

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 03/2010 → 03/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Manchester, NH
• 01/2020 → 03/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Manchester, NH
• 04/2018 → 12/2019
  Unemployed
  Manchester, NH
• 03/2023 → 03/2024
  Bank Of America, N.A.
  Manchester, NH
• 03/2024 → Present
  Charles Schwab & Co., Inc
  Bedford, NH
• 03/2024 → Present
  Charles Schwab Bank Ssb
  Bedford, NH

Previous Registrations

• 2020-02-14 → 2024-03-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Manchester, NH
  New York, NY
• 2011-12-02 → 2018-03-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Manchester, NH
• 2008-02-07 → 2008-03-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Other Businesses

1) Polaris Educational Foundation | Investment Related:No|100 Coolidge Ave|Manchester|NH|03102|United States|Education|TBD likely event coordinator or secretary|5/22/2024|Less than 20|0|Executive Board, Volunteer Coordinator, I organize individuals to volunteer at school functions

Exams

• S66 Uniform Combined State Law Examination
  2011-12-01

Other Names

• Erin E Crossley
• Erin Crossley
• Erin Elizabeth Bridgham
• Erin Bridgham
• Erin E Bridgham