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Thomas J Crossett

Pine Valley Investments

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About Thomas J Crossett

Thomas J. Crossett is a financial advisor associated with Pine Valley Investments, a firm registered with the state of Pennsylvania. Thomas has been in the industry since 1999. Thomas has a history of previous employment with Univest Investments, Inc. Girard Capital, LLC, and Girard Partners Ltd. Thomas's specializations include, but are not limited to, financial planning, pension consulting, selection of other advisors, portfolio management for individuals, and portfolio management for pooled investment vehicles.

Firm Information

Thomas Crossett is currently registered with Pine Valley Investments. Pine Valley Investments is an investment advisor based in Marlton, NJ. The firm manages $1.74 billion in assets for a range of clients, including high-net-worth individuals, charitable organizations, pension plans, and pooled investment vehicles. The firm specializes in providing financial planning, portfolio management, and selection of other advisors. Pine Valley Investments is registered with the SEC.
Pine Valley Investments

10 E. STOW RD.

MARLTON, NJ 08053

$1.74B

Assets Under Management

20

Total Clients

26

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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Thomas Crossett’s Registration & Firm History

NJ

02/12/2021 - Present

Pine Valley Investments (MARLTON NJ)

PA

07/24/2014 - 12/27/2018

UNIVEST INVESTMENTS, INC. (King of Prussia PA)

PA

04/09/2010 - 08/19/2014

GIRARD CAPITAL, LLC (KING OF PRUSSIA PA)

PA

10/19/1999 - 02/14/2011

GIRARD PARTNERS LTD. (KING OF PRUSSIA PA)

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Licenses & Designations

IA

Issued 05/11/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/27/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Thomas J Crossett. Review regulatory record here.
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