A complete list of active advisors currently associated with Riley S. Crosbie Advisory, LLC

Warmer can help you find a great advisor at Riley S. Crosbie Advisory, LLC or one who fits your needs even better.

Riley S. Crosbie Advisory, LLC (doing business as Crosbie Financial) provides portfolio management and integrated financial planning to individuals, including high‑net‑worth clients, through discretionary and non‑discretionary advisory arrangements. The firm documents client objectives in Investment Policy Statements and reports account activity through custodial statements, managing roughly $118.9 million for about 97 clients. The firm combines cyclical and fundamental analysis with quantitative methods and modern portfolio theory to construct long‑term, model‑based allocations and implements trading and rebalancing consistent with each client’s risk tolerance. RSCAL uses Schwab Institutional for custody and execution and documents at least annual reviews of client objectives and ongoing communication to align portfolios with changing client circumstances. RSCAL’s structure includes a minority ownership interest in CacheTech, an affiliated SEC‑registered adviser that provides portfolio management, trade placement, and risk‑assessment support at RSCAL’s direction, a relationship the firm discloses as a potential conflict of interest. The principal is also a licensed insurance agent who may receive commissions for insurance and annuity sales, and the firm recently transitioned from state to SEC registration and updated its marketing practices to permit testimonials.

To learn more about the advisors currently working at Riley S. Crosbie Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.