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Victoria Crosby

Advisor at The Institute

Updated today
The Institute logo

Firm

The Institute

Location

Seattle, WA 98112

Credentials

Series 63, Series 65

Industry experience

33 years

About

Victoria Crosby is a financial advisor with The Institute, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at several firms, including Purshe Kaplan Sterling Investments and Dinosaur Securities, and currently assists as a registered representative with DMK Advisor Group. The Institute for Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a team-based investment approach combining fundamental and technical analysis, managing over $1 billion in assets with strategies ranging from ESG-focused core ETFs to alternative income and sector rotation.

Client services

Based on The Institute

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on The Institute

ESG / Sustainable investing Active portfolio management Retirement income strategy Wealth management

Occupation focus

Based on The Institute

Executive Founder/Business Owner

Demographic focus

Based on The Institute

HENRY (High Earners, Not Rich Yet) Values-based investing

Fee options

Fixed

Financial planning services charged a flat fee between $1,000 and $10,000 per engagement

Project-based

Financial planning services charged at hourly rates depending on level of service

Other

Account minimum: $100,000

Location

4020 E Madison St, Suite 210

Seattle, WA 98112

Most active in

Washington

Work history

Institute For Wealth Management LLC

2019 - Present (7 years)

DMK Advisor Group Inc.

2017 - Present (9 years)

Purshe Kaplan Sterling Investments

2017 - 2017 (1 year)

Institute for Wealth Advisors, Inc.

2017 - 2019 (2 years)

International Assets Advisory, LLC

2016 - 2017 (1 year)

Sowell Financial Services, LLC

2016 - 2017 (1 year)

Dinosaur Securities

2013 - 2016 (3 years)

Concert Wealth Management, Inc.

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Gelly L

Series 63, Series 65, Series 7

Seattle, WA

AllianceBernstein L.P.

Beyond the numbers, my work is about stewardship. I’ll be here for the moments that change everything. With Bernstein's experts alongside me, we’ll simplify decisions and create a plan that manages what you’ve built and evolves with your life. My time with the Seattle Seahawks organization left me with a simple standard that still guides how I show up: “Always Compete.” For me, that means treating a client’s goals like they’re my own—preparing relentlessly, getting the details right, anticipating issues early and following through until the job is done. I joined Bernstein because I wanted to serve clients from a place where excellence is the baseline and where the work is as human as it is analytical. I’m wired to ask, “Is this the optimal move?” Bernstein’s depth of thinking, team-based approach and commitment to long-term relationships aligned with how I naturally serve—consistently thoughtful, tenacious, and deeply client‑centric. I’m also drawn to roles where you’re trusted to represent something bigger than yourself, whether it’s community-facing work with the Seahawks or now as an advisor. That responsibility keeps me grounded; it’s about earning trust, protecting what clients have built and helping them make confident decisions at the moments that matter most. Some of my earliest perspective on resilience and resourcefulness came from my family’s roots in the Philippines. Growing up, I heard stories of making do with very little, even hand‑pumping water from a ground well in my parents’ village just to cook or bathe. That upbringing didn’t just teach gratitude, it also emphasized responsibility. It shaped my values early: don’t take opportunities for granted, do what you say you’ll do, and use success to take care of people. Having built a company myself, I understand the pressure experienced by entrepreneurs, who are constantly weighing risks, trade-offs and responsibilities. That background helps me empathize with business owners, executives and families who balance opportunity with complexity. And I know how freeing it is to move forward with clarity from a set of optimal decisions, especially for founders, athletes and entertainers contemplating a “second act.”

Wealth management Cross-border & expatriate issues Real estate investing General retirement planning Concentrated stock management Financial Professional FIRE (Financial Independence Retire Early) Established Professionals Approaching retirement Female Executives Women Business Owners
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Kathleen G

Series 63, Series 66

Bainbridge Island, WA

Gallagher Capital Corp.

Active portfolio management Income planning General retirement planning
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Huihwan Y

Series 63, Series 65

Kirkland, WA

Waterhill Capital, LLC

Active portfolio management Concentrated stock management
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Steven K

CFA®, Series 63

Seattle, WA

Informed Investors Group

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Shamus M

CFA®

Seattle, WA

Red Haven Advisors, LLC

Options & derivatives strategies Tax-loss harvesting Cash flow / budgeting General tax planning
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Shai W

Series 65

Suquamish, WA

Shai Weinbaum Investment Management

Active portfolio management
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