Joshua Thomas Crossman
Investment adviser representative at Dakota Wealth, LLC
7 yearsExperience
1 stateRegistered in
$6.9BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
7 years in the industry.
- Dakota Wealth, LLCAug 2022 to now
- The Sharp Financial GroupFeb 2022 to Aug 2022
- Boston Private Wealth LLCMay 2017 to Feb 2022
- Bank of America. N.A.Dec 2015 to Mar 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (FL).
Dakota Wealth, LLC
$6.9BAssets managed
3,764Clients
61Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2633781
- Firm CRD
- 297987