Margarita Cross
Investment adviser representative at Creative Planning Institutional Advisors, LLC
5 yearsExperience
1 stateRegistered in
$37.5BFirm assets
21 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.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
5 years in the industry.
- Creative Planning Institutional Advisors, LLCSep 2020 to now
- Cetera Wealth Services, LLCNov 2020 to Jan 2026
- Morgan Stanley Private Bank, N.AMay 2020 to Aug 2020
- Morgan StanleyMay 2019 to May 2020
- Transamerica Investors Securities CorporationSep 2015 to May 2019
- Transamerica Retirement SolutionsSep 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Creative Planning Institutional Advisors, LLC
$37.5BAssets managed
915Clients
95Advisers
21 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
- 6557801
- Firm CRD
- 126777