Sharron Crutchfield Ross

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

• 04/2010 → 06/2019
  Fic
  Glen Allen, VA
• 06/2019 → Present
  Cetera Investment Services Llc
  St. Cloud, MN
• 02/2021 → Present
  Cetera Investment Advisers Llc
  Glen Allen, VA

Other Businesses

1. CRUTCHFIELD FARMS, VOLUNTEER HELP WITH FAMILY FARM 2. SHARRON C ROSS ENTERPRISES LLC, 100% OWNER, FOR TAX FILING PURPOSES ONLY 3. EFS LEGACY LLC, REAL ESTATE HOLDING COMPANY, 25% OWNER, 1/HR/WK

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-03
• S63 Uniform Securities Agent State Law Examination
  2010-04-23

Other Names

• Sharron Catherine Crutchfield