Joshua
Crossman

Dakota Wealth, LLC

CRD#2633781
Investment Advisor
in Palm Beach Gardens, FL

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About this Advisor

Joshua Crossman is a financial advisor based in Palm Beach Gardens, Florida, working with Dakota Wealth, LLC. Joshua has previously held positions at Citigroup Global Markets, Inc, Barclays Capital Inc, Dakota Wealth, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America. N.A, Boston Private Wealth LLC, and The Sharp Financial Group. Joshua has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Joshua is part of Dakota Wealth, LLC, which operates out of Palm Beach Gardens, Florida. The firm has 21 offices and 84 employees. The firm manages assets totaling $5.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, and other services. The fee structure at Dakota Wealth, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

11376 N. Jog Road Suite 101
Palm Beach Gardens, FL 33418-1752

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Dakota Wealth, LLC Brokerage Details

Total Assets Under Management

$5,334,134,989

FL Average: $1,855,561,029
Total Number of Employees

84

FL Average: 62
Total Number of Accounts

9,720

FL Average: 2,474
Average Account Size

$548,779

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Pension consulting services
  • Selection of other advisers
  • Other

Joshua Crossman Work History

2022 - Present (3 years)

Dakota Wealth, LLC

2022 - 2022 (< 1 year)

The Sharp Financial Group

2017 - 2022 (5 years)

Boston Private Wealth LLC

2015 - 2017 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2017 (2 years)

Bank Of America. N.A

2014 - 2014 (< 1 year)

Citigroup Global Markets, Inc

2014 - 2015 (1 year)

Barclays Capital Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Joshua Crossman 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 Dakota Wealth, LLC

Timothy Dick
Palm Beach Gardens, FL
Peter Augustin
Akron, OH
Joshua Crossman
Palm Beach Gardens, FL
Maribeth Rector
Palm Beach Gardens, FL
Jeffrey Goyette
Palm Beach Gardens, FL
Madison Strahan
Akron, OH
Robin Schaa
Sartell, MN
Rhys Williams
Palm Beach Gardens, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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