Unclaimed Profile

Riley Stevens Crosbie

CACHETECH·LOGAN, Utah

Series 65Clean record11 years registeredCACHETECH

701 S MAIN ST, LOGAN, UT 84321CRD# 6538869Firm CRD# 327688

Profile Verification

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

Identity

Riley Stevens Crosbie · LOGAN, UT

Registration

CRD #6538869 · CACHETECH · 11 years registered

Brand Profile

Not yet started

Career History

RILEY S. CROSBIE ADVISORY, LLC

Jun 2025 – present

ADAMS WEALTH ADVISORS

Oct 2017 – Jun 2025

LOGAN, UT

ALLEGIS INVESTMENT ADVISORS, LLC

Nov 2015 – Oct 2017

Logan, UT

BEACON FINANCIAL PLANNING, LLC

Aug 2015 – Nov 2015

LOGAN, UT

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 3, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CACHETECH

CRD 327688 · SEC 801-128689

AUM

$132M

Regulatory assets under management

Employees

478 client accounts

Services offered by CACHETECH

Per Form ADV

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at CACHETECH →

Introduction

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Frequently Asked Questions

What services does Riley Stevens Crosbie offer?

Riley Stevens Crosbie specializes in Retirement Planning, Wealth Management. Contact their office in LOGAN, Utah for a consultation.

What are Riley Stevens Crosbie's credentials?

Riley Stevens Crosbie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Riley Stevens Crosbie located?

Riley Stevens Crosbie is based in LOGAN, Utah, working with CACHETECH. Their office serves clients in the LOGAN metropolitan area and surrounding communities.

How does Riley Stevens Crosbie charge for services?

Riley Stevens Crosbie's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CACHETECH?

CACHETECH has approximately 8 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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