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Alexander Michael Pron

Crossover Capital

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About Alexander Michael Pron

Alexander Pron is a financial advisor at Crossover Capital with over a decade of experience in the financial services industry. Alexander has a broad range of experience with individuals and corporations providing financial planning and consulting services. Alexander holds the Series 7, Series 66, and SIE licenses. Alexander is also a CERTIFIED FINANCIAL PLANNER™ professional.

Firm Information

Alexander Pron is currently registered with Crossover Capital. Crossover Capital is a registered investment advisor based in Yardley, PA. With over $122 million in regulatory assets under management, they provide financial planning, pension consulting, and portfolio management for individuals and businesses. They also offer educational seminars and publish periodicals. Their focus is on high-net-worth individuals, with 227 clients in this category. They also serve corporations and other businesses, as well as individuals other than high-net-worth.
Crossover Capital

113 FLORAL VALE BLVD

YARDLEY, PA 19067

$122.30M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Financial planning and consulting

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Alexander Pron’s Registration & Firm History

PA

04/17/2024 - Present

Crossover Capital (YARDLEY PA)

NJ

01/23/2012 - 05/26/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PRINCETON NJ)

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Licenses & Designations

BOTH

Issued 02/17/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander Michael Pron.
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