Advisor at Olson, Cross & Alamo Advisors LLC
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
Olson, Cross & Alamo Advisors LLC
Location
Red Bank, NJ 07701
Credentials
Series 63, Series 65
Industry experience
14 years
Wesley Cross is a financial advisor with Olson, Cross & Alamo Advisors LLC in Red Bank, NJ, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has been with Olson, Cross & Alamo since 2009. Outside of his advisory work, Mr. Cross is involved in a garment design and manufacturing business with his daughter. Olson, Cross & Alamo Advisors primarily serves high-net-worth individuals and provides tailored investment advisory and portfolio management services. The firm uses a top-down approach incorporating macroeconomic analysis and company-level research, considering a wide range of investment instruments.
Based on Olson, Cross & Alamo Advisors LLC
Negotiated percentage of assets under management, billed quarterly at 1/4 of the agreed annual percentage
Account minimum: $50,000
125 Half Mile Road, Suite 200
Red Bank, NJ 07701
California · Florida · New Jersey · New York · Texas
Olson, Cross & Alamo Advisors, Llc
2011 - Present (15 years)
Olson, Cross & Alamo, Llc
2009 - Present (17 years)
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Trust company
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Lawyer
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Real estate agent
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Other specialized services
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