Kennedy
Crossan

Royal Alliance Associates, Inc

CRD#4326734
Investment Advisor
in New York, NY
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About this Advisor

Kennedy Crossan is a certified financial planner operating out of New York, New York, who has been in the advisory business for 18 years. Crossan is on the advisory team at Royal Alliance Associates, Inc. Over the course of their career, Crossan has held roles at Eastbrook Capital Group LLC, Metlife Securities and Royal Alliance. Crossan maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in California, Colorado, Florida, Montana, New Jersey, North Carolina and Texas. Royal Alliance Associates, Inc is a business that has its headquarters in New York, New York. The company has offices in 459 locations and a total of 1,933 financial advisors. It controls $8 billion in total assets among its 30,657 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 40 charities and foundations. Of its 30,657 customer accounts, just 13% are held by high-net-worth individuals who have more than $1 million in investable assets. Royal Alliance Associates, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees typically are based on which services are offered. Fees charged by Royal Alliance Associates, Inc may include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

77 Water Street 8Th Floor
New York, NY 10005

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$12,621,142,596

NY Average: $10,121,009,343
Total Number of Employees

2,951

NY Average: 92
Total Number of Accounts

62,916

NY Average: 6,978
Average Account Size

$200,603

NY Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Kennedy Crossan Work History

Kennedy has 18 years of experience.

2011 - Present (8 years)

Royal Alliance

2009 - 2011 (2 years)

Metlife Securities

2000 - 2009 (9 years)

Eastbrook Capital Group LLC

Disclosures

Kennedy Crossan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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