Advisor at Crosby Advisory Group, LLC
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Firm
Crosby Advisory Group, LLC
Location
Ashland, OH 44805
Credentials
CFP®, Series 65
Industry experience
13 years
Nathan Crosby is a CFP® and holds a Series 65 license with 13 years of industry experience. He is the principal of Crosby Advisory Group, LLC in Ashland, Ohio, where he has worked since 2011. Crosby also owns 25% of NMD Insurance Agency, Inc., a property and casualty insurance agency, and is involved in selling annuity products. Crosby Advisory Group provides portfolio management and advisory services to individuals, high-net-worth clients, and business corporations, using a long-term, modern portfolio theory approach. The firm manages approximately $63.8 million in assets and typically offers discretionary account management with a focus on tailored investment policies.
1.00% annually
19 W. Main St.
Ashland, OH 44805
Florida · Ohio · Texas · Wisconsin
Crosby Advisory Group, LLC
2016 - Present (10 years)
Crosby Advisory Group, LLC
2011 - Present (15 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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 65
Ashland, OH
Crosby Advisory Group, LLC
Series 65
Ashland, OH
Crosby Advisory Group, LLC
Series 63, Series 65
Ashland, OH
Livelsberger Financial Advisory
Series 65
Ashland, OH
Whitcomb & Hess, Inc.
CFP®, Series 66
Ashland, OH
Whitcomb & Hess, Inc.
Series 65
Ashland, OH
Whitcomb & Hess, Inc.
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