Unclaimed Profile

Scott Allan Cross

PARK SHORE PARTNERS LLC·ERIE, Pennsylvania

SIE, Series 7, Series 7TO, Series 24, Series 66CFAClean record23 years registeredPARK SHORE PARTNERS LLC

5121 ZUCK ROAD, ERIE, PA 16506CRD# 3155528Firm CRD# 145265

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Scott Allan Cross · ERIE, PA

Registration

CRD #3155528 · PARK SHORE PARTNERS LLC · 23 years registered

Brand Profile

Not yet started

Career History

HBK SORCE BROKERAGE LLC

Nov 2024 – present

HBKS WEALTH ADVISORS

Jul 2006 – present

SECURITIES AMERICA ADVISORS, INC.

Jul 2003 – Jul 2006

ERIE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 66

Registration record

First registered · July 23, 2003

Years registered · 23

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARK SHORE PARTNERS LLC

CRD 145265 · SEC 801-68594

AUM

$115M

Regulatory assets under management

Employees

5 client accounts

Services offered by PARK SHORE PARTNERS LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at PARK SHORE PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Scott Allan Cross offer?

Scott Allan Cross specializes in Retirement Planning. Contact their office in ERIE, Pennsylvania for a consultation.

What are Scott Allan Cross's credentials?

Scott Allan Cross holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Scott Allan Cross located?

Scott Allan Cross is based in ERIE, Pennsylvania, working with PARK SHORE PARTNERS LLC. Their office serves clients in the ERIE metropolitan area and surrounding communities.

How does Scott Allan Cross charge for services?

Scott Allan Cross's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PARK SHORE PARTNERS LLC?

PARK SHORE PARTNERS LLC has approximately 12 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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