Royal Alliance Associates, Inc
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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
Years of Experience
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Royal Alliance Associates, Inc Brokerage Details
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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.
Eastbrook Capital Group LLC
Kennedy Crossan has no disclosures.
Please visit their SEC profile for more details.