David Wallace Cross
Investment adviser representative at Beyond Wealth Management Group, LLC
38 yearsExperience
1 stateRegistered in
$139.4MFirm 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 assetsHourlyFixed 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
38 years in the industry.
- Beyond Wealth Management Group, LLCFeb 2019 to now
- Mutual of Omaha Investor Services, Inc.May 1997 to now
- Mutual/united of Omaha Insurance CompanyMay 1997 to now
- C & L of Dutchess, Inc/subwayOct 1996 to now
- Ddl Enterprises, Inc./hasbrouck DeliMay 1995 to now
- Lhs of Ulster Corp.Feb 1988 to now
- Beyond Wealth Management Group LLCOct 2018 to Jan 2019
- RetiredAug 2015 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (NY).
Beyond Wealth Management Group, LLC
$139.4MAssets managed
327Clients
3Advisers
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
- 2946272
- Firm CRD
- 293291