Advisor at Riley S. Crosbie Advisory, LLC dba Crosbie Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Riley S. Crosbie Advisory, LLC dba Crosbie Financial
Location
Providence, UT
Credentials
CFP®, Series 65
Based on Riley S. Crosbie Advisory, LLC dba Crosbie Financial
Based on Riley S. Crosbie Advisory, LLC dba Crosbie Financial
$0 - $2,000,000: 1.50% annually $2,000,001 - $3,000,000: 1.33% annually $3,000,001 - $5,000,000: 1.20% annually $5,000,001 - $7,000,000: 1.00% annually $7,000,001 - $10,000,000: 0.85% annually $10,000,001+: 0.60% annually
Commissions received from sale of insurance products; not primary source of compensation.
Providence, UT
Utah
Crosbie Financial
2026 - Present (1 year)
Riley S. Crosbie Advisory, LLC
2026 - Present (1 year)
BFS Partners
2025 - 2026 (1 year)
Adams Wealth Management, LLC
2020 - 2025 (5 years)
Adams Wealth Advisors
2019 - 2025 (6 years)
Lowrey & Associates
2018 - 2019 (1 year)
Airbound Gymnastics
2015 - 2018 (3 years)
Cache County School District
2010 - 2017 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Newton, UT
Ferguson Financial Advisors
Series 63, Series 65
Providence, UT
Connect Financial Advisors
CFP®, Series 63
North Logan, UT
Allred Jackson Financial Planning, LLC
CFP®, Series 66
Providence, UT
Connect Financial Advisors
Series 65
Logan, UT
Peak Investment Coaching, LLC
Series 63, Series 65
Logan, UT
Peak Investment Coaching, LLC
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