David
Cross
Beyond Wealth Management Group, LLC
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About this Advisor
David Cross is a financial advisor operating in New Paltz, New York who has 2 years of industry experience. Cross is on the advisory team at Beyond Wealth Management Group, LLC. Over the course of their career, they have held roles at Mutual/United Of Omaha Insurance Company, Lhs Of Ulster Corp, Ddl Enterprises, Inc/Hasbrouck Deli, C & L Of Dutchess, Inc/Subway, Mutual Of Omaha Investor Services, Inc, Mutual Of Mutual, Mass Mutual, Beyond Wealth Management Group LLC, Beyond Wealth Management Group, LLC and Retired. Cross holds a Series 63 license, certifying them as a securities agent, and is able to serve investors in New York. Beyond Wealth Management Group, LLC is a financial advisory firm based in New Paltz, NY. It manages $76 million in total assets across its 335 customer accounts, placing it among the smaller firms in the nation by assets under management. Of its 335 accounts, just 3% are held by high-net-worth clients who have more than $1 million in assets. Beyond Wealth Management Group, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fee types billed by Beyond Wealth Management Group, LLC likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beyond Wealth Management Group, LLC Brokerage Details
$76,175,492
3
335
$227,390
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
David Cross Work History
David has been registered as a financial advisor for 2 years.*
Beyond Wealth Management Group, LLC
Mutual/United Of Omaha Insurance Company
Mutual Of Omaha Investor Services, Inc
C & L Of Dutchess, Inc/Subway
Ddl Enterprises, Inc/Hasbrouck Deli
Lhs Of Ulster Corp
Lhs Of Ulster Corp
Beyond Wealth Management Group LLC
Mass Mutual
Retired
Mutual Of Mutual
*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 David Cross 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 Beyond Wealth Management Group, LLC
New Paltz, NY
New Paltz, NY
New Paltz, NY
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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