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Matthew Crosby

Investment adviser representative at Ladenburg Thalmann Asset Management Inc
10 yearsExperience
1 stateRegistered in
$6.7BFirm assets
28 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. Ladenburg Thalmann Asset Management IncMar 2026 to now
  2. Ladenburg Thalmann & Co. Inc.Jun 2023 to now
  3. Colorado State UniversityAug 2020 to May 2023
  4. Legacy High SchoolAug 2017 to Aug 2020
  5. Wharton High SchoolAug 2016 to Aug 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (NY).

Ladenburg Thalmann Asset Management Inc

$6.7BAssets managed
3,154Clients
20Advisers
28 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
7763515
Firm CRD
108604
Advisor's SEC record (opens in a new tab)
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