Victoria
Crosby
The Institute
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About this Advisor
Victoria Crosby is a financial advisor who works in Seattle, Washington who has 4 years of industry experience. Crosby is an employee of The Institute. Their career trajectory has included roles at Nwam, LLC Dba Northwest Asset Management, Concert Wealth Management, Inc, Dinosaur Securities, International Assets Advisory, LLC, Sowell Financial Services, LLC, Institute For Wealth Advisors, Inc, Dmk Advisors (Stephen A. Kohn & Associates, LTD), Purshe Kaplan Sterling Investments and Institute For Wealth Management LLC. Crosby maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Washington. The Institute is a financial advisory firm that has its headquarters in Denver, CO. The firm has offices in six locations and just three advisors. It oversees $713 million in assets under management across its 1,785 accounts, making it one of the bigger firms in the country by assets under management. The firm serves four charities and foundations. Of its 1,785 accounts, 18% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The company provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules usually depend on which services are provided. However, fees charged by The Institute most likely consist of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Institute Brokerage Details
$712,593,815
3
1,785
$399,212
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Victoria Crosby Work History
Victoria has been registered as a financial advisor for 4 years.*
Institute For Wealth Management LLC
Dmk Advisors (Stephen A. Kohn & Associates, LTD)
Institute For Wealth Advisors, Inc
Purshe Kaplan Sterling Investments
International Assets Advisory, LLC
Sowell Financial Services, LLC
Concert Wealth Management, Inc
Dinosaur Securities
Nwam, LLC Dba Northwest Asset Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Victoria Crosby to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Institute
Seattle, WA
Orem, UT
Seattle, WA
Denver, CO
Denver, CO
Seattle, WA
Denver, CO
Seattle, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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