Mitchell James Crowder
Investment adviser representative at Wealthcrossing
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm assets
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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
Experience
13 years in the industry.
- WealthcrossingAug 2022 to now
- Sbk Financial, Inc.Sep 2019 to now
- Davenport & Company LLCJun 2017 to Sep 2019
- Virginia Polytechnic Institute and State UniversityAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (VA).
Wealthcrossing
Legal name: Sbk Financial, Inc.
$1.5BAssets managed
267Clients
7Advisers
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
- 6651175
- Firm CRD
- 132513