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Lisa Anne Crosta

BPP WEALTH SOLUTIONS, LLC·BASKING RIDGE, New Jersey
Unclaimed Profile
25 MOUNTAINVIEW BLVD.,, BASKING RIDGE, NJ 07920CRD# 6061779Firm CRD# 166962
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About

Lisa Anne Crosta is a registered financial advisor based in BASKING RIDGE, New Jersey, affiliated with BPP WEALTH SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BPP WEALTH SOLUTIONS, LLC
BPP WEALTH SOLUTIONS, LLC
AUM
$187M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at BPP WEALTH SOLUTIONS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6061779
Firm CRD# 166962
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lisa Anne Crosta offer?
Lisa Anne Crosta specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BASKING RIDGE, New Jersey for a consultation.
What are Lisa Anne Crosta's credentials?
Lisa Anne Crosta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Anne Crosta located?
Lisa Anne Crosta is based in BASKING RIDGE, New Jersey, working with BPP WEALTH SOLUTIONS, LLC. Their office serves clients in the BASKING RIDGE metropolitan area and surrounding communities.
How does Lisa Anne Crosta charge for services?
Lisa Anne Crosta's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BPP WEALTH SOLUTIONS, LLC?
BPP WEALTH SOLUTIONS, LLC has approximately 5 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BASKING RIDGE
Lance Alden Lipset — LWS WEALTH ADVISORS, INC.Bruce Joseph Franzese — VERIZON INVESTMENT MANAGEMENT CORP.Marc Christopher Reed — VERIZON INVESTMENT MANAGEMENT CORP.David Leland Beik — VERIZON INVESTMENT MANAGEMENT CORP.Debra Lynn Schatzki — BPP WEALTH SOLUTIONS, LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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