Coburn B. Crosby

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2016 → 12/2016
  Charity Brands Consulting
  West Hollywood, CA
• 01/2017 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 01/2017 → 07/2024
  Equitable Advisors, Llc
  New York, NY
• 07/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2017-02-08 → 2024-07-23
  Equitable Advisors, Llc
  Chatsworth, CA
  Los Angeles, CA
  Woodland Hills, CA

Other Businesses

1. FOUR OAKS WEALTH STRATEGIES, 20555 Devonshire St, Unit 466, Chatsworth CA 91311, United States, 01/01/2021, Owner, Using a Trade Name/dba, INV REL, 40 HR/MO - 40 HR/MO TRADING 2. COBY CROSBY, 20555 Devonshire St, Unit 466, Chatsworth CA 91311, United States, 02/17/2017, Agent, Insurance/Benefits/Human Resources, INV REL, 40 HR/MO - 40 HR/MO TRADING 3. COBURN CROSBY, 20555 Devonshire St, Unit 466, Chatsworth CA 91311, United States, 03/17/2021, Owner, Real Estate, INV REL, 2 HR/MO - 0 HR/MO TRADING 4. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 07/22/2024 5. COBY CROSBY; ACORN TAX STRATEGIES, 10422 Keokuk Ave, Chatsworth CA 91311, 11/03/2025, OWNER, TAX SERVICES, NIR, 10 HR/MO - 0 HR/MO TRADING 6. HAVEN NEIGHBORHOOD SERVICES, 3655 S. Grand Ave #240 Los Angeles CA 90007, 01/2026, Volunteer, Volunteer, NIR, 12 HR/MO, 0 HR/MO TRADING 7. PUBLIC EMPLOYEE RESOURCE CENTER (PERC), CHATSWORTH CA 91311, 07/2025, OWNER, DBA NAME, NIR, 10 HR/MO - 0 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2017-02-06

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Coby Crosby
• Coburn B. Crosby Iii
• Coburn B Crosby Iii