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Alexander M. Pron

CROSSOVER CAPITAL BRANDS LLC·YARDLEY, Pennsylvania
SIE, Series 7, Series 66CFPClean record14 years registeredCROSSOVER CAPITAL BRANDS LLC
113 FLORAL VALE BLVD, YARDLEY, PA 19067CRD# 5145602Firm CRD# 326625

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alexander M. Pron · YARDLEY, PA
Registration
CRD #5145602 · CROSSOVER CAPITAL BRANDS LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

CROSSOVER CAPITAL
May 2023 – present
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Feb 2012 – May 2023
PRINCETON, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · February 21, 2012
Years registered · 14
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CROSSOVER CAPITAL BRANDS LLC
CRD 326625 · SEC 801-128013
AUM
$122M
Regulatory assets under management
Employees
2
258 client accounts
Services offered by CROSSOVER CAPITAL BRANDS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at CROSSOVER CAPITAL BRANDS LLC →
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05

Frequently Asked Questions

What services does Alexander M. Pron offer?
Alexander M. Pron specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in YARDLEY, Pennsylvania for a consultation.
What are Alexander M. Pron's credentials?
Alexander M. Pron holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Alexander M. Pron located?
Alexander M. Pron is based in YARDLEY, Pennsylvania, working with CROSSOVER CAPITAL BRANDS LLC. Their office serves clients in the YARDLEY metropolitan area and surrounding communities.
How does Alexander M. Pron charge for services?
Alexander M. Pron's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: financial planning and consulting. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CROSSOVER CAPITAL BRANDS LLC?
CROSSOVER CAPITAL BRANDS LLC has approximately 2 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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