Unclaimed Profile
Dena Crosby
Coastal Wealth·FORT LAUDERDALE, Florida
SIE, Series 7, Series 6618 years registeredCoastal Wealth
CRD# 4211669Firm CRD# 10409
01
Career History
Nov 2025 – present
Oct 2025 – present
02
Registrations & Exams
FINRA examinations passed
SIESeries 7Series 66
Registration record
First registered · September 5, 2007
Years registered · 18
03
Disclosure History
2025Financial·Pending
1 disclosure event on file · Verify on FINRA BrokerCheck →
Source: SEC IAPD. Resolutions may have changed since.
04
Firm Overview
Coastal Wealth
Affiliated with MassMutual
Services offered by MML INVESTORS SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction
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05
Frequently Asked Questions
What services does Dena Crosby offer?
Dena Crosby specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT LAUDERDALE, Florida for a consultation.
What are Dena Crosby's credentials?
Dena Crosby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dena Crosby located?
Dena Crosby is based in FORT LAUDERDALE, Florida, working with Coastal Wealth. Their office serves clients in the FORT LAUDERDALE metropolitan area and surrounding communities.
How does Dena Crosby charge for services?
Dena Crosby's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitors fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is Coastal Wealth?
Coastal Wealth has approximately 7130 employees and manages $72.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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