Andrew Lancaster
Investment adviser representative at Crosspoint Capital Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$117MFirm assets
Are you Andrew Lancaster? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Crosspoint Capital ManagementNov 2025 to now
- Crosspoint Capital Strategies, LLCJun 2017 to now
- UnemployedAug 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Crosspoint Capital Management
Legal name: Crosspoint Capital Strategies, LLC
$117MAssets managed
254Clients
2Advisers
Under 1 yearIn 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
- 6677717
- Firm CRD
- 150212