Thomas J Crossett

Employer firm

Pine Valley Investments CRD 173995

$2.67B regulatory AUM 1 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/1997 → 12/2018
  Univest Bank And Trust Co.
  Souderton, PA
• 11/2019 → Present
  Pine Valley Investments
  Cherry Hill, NJ
• 11/2019 → Present
  Pine Valley Investments
  Cherry Hill, NJ
• 01/2019 → 10/2019
  N/A
  Cherry Hill, NJ

Previous Registrations

• 2011-04-08 → 2019-01-07
  Girard Advisory Services, Llc
  King Of Prussia, PA
• 2014-07-24 → 2015-03-27
  Girard Investment Services, Llc
  King Of Prussia, PA
  Souderton, PA
  King Of Prussia, PA
• 2006-05-12 → 2010-12-31
  Girard Advisory Services, Llc
  King Of Prussia, PA
  King Of Prussia, PA
  King Of Prussia, PA

Other Businesses

Roman Catholic High School; Non investment related; 301 N Broad St, Philadelphia, PA 19107; Athletic; Soccer Coach; 12/2025; 10 hours not during trading hours. High school friends have formed firm to "flip" real estate.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-05-11
• S63 Uniform Securities Agent State Law Examination
  1999-10-27