Tasha M Shadle
Investment adviser representative at Crossover Capital
22 yearsExperience
1 stateRegistered in
$179.5MFirm assets
3 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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
22 years in the industry.
- Crossover CapitalMay 2023 to now
- Crossover Capital Brands LLC dba Crossover CapitalMay 2023 to now
- Bank of America, N.A.Jan 2016 to May 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2004 to May 2023
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (PA).
Crossover Capital
Legal name: Crossover Capital Brands LLC
$179.5MAssets managed
99Clients
3Advisers
3 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
- 4777308
- Firm CRD
- 326625