Nathan Marc Crosby

Employer firm

Crosby Advisory Group, LLC CRD 282673

$81.4M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 09/2011 → Present
  Crosby Advisory Group, Llc
  Ashland, OH
• 04/2016 → Present
  Crosby Advisory Group, Llc
  Ashland, OH

Previous Registrations

• 2012-05-08 → 2016-05-04
  Integrated Wealth Management, Inc.
  Uniontown, OH

Other Businesses

PROPERTY & CASUALTY INSURANCE SALES AGENT APPROXIMATELY 30 HOURS PER WEEK Crosby Advisory Group, LLC (my business) is also licensed with the State of Ohio to sell property & casualty insurance. Crosby Advisory Group, LLC also sells and services fixed annuity products. I have a licensed P&C agent that is an employee of Crosby Advisory Group, LLC that services property casualty insurance. Nate Crosby (owner) services and sells annuity products. Principal; NMD Insurance Agency, Inc.; investment related: Yes; Location: 38033 Euclid Ave T12 Willoughby OH 44094 USA; Description of the business: Nate Crosby owns 25% of NMD Insurance Agency Inc. which is a property/ casualty insurance agency selling auto, home and business insurance.; Responsibilities Duties: Owner. Does not manage employees on a day to day basis. Responsible for strategic vision and direction of the agency.; Start date with business: 2021-10-01; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 30;

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-05-07

Designations

• Certified Financial Planner

Other Names

• Nathan Marc Crosby
• Nate Marc Crosby