DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Steven Edward Crossett
Feed of 09/14/2026
Also filed as Steve Crossett
At current firm
9 y
since Oct 6, 2016
In the industry
33 y
since Jun 4, 1993 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Edelman Financial Engines independent RIA currentsince Oct 6, 2016 · Melbourne, Fl
- Financial Engines Advisor Center, LLC formerJun 25, 2015 to Dec 1, 2016 · Melbourne, Fl
- The Mutual Fund Store formerAug 8, 2007 to Sep 2, 2015 · Melbourne, Fl
- The Mutual Fund Store unclassifiedAug 6, 2007 to Dec 11, 2008 · Overland Park, Ks
- The Mutual Fund Store unclassifiedJun 6, 2007 to Dec 31, 2007 · West Palm Beach, Fl
- The Mutual Fund Store unclassifiedApr 10, 2007 to Jun 12, 2007 · Wildwood, Mo
- O'Sullivan Creel Wealth Advisors, Llp unclassifiedFeb 12, 2004 to Feb 23, 2007 · Pensacola, Fl
- Charles Schwab & Co., Inc. national BDJan 23, 1996 to Jan 13, 2004 · Destin, Fl
Moves
a registration end followed by a registration begin elsewhere
- Financial Engines Advisor Center, LLC to Edelman Financial Enginesleft Dec 1, 2016, registered Oct 6, 2016 (-56 days) · corporate re-registration, not a move
- The Mutual Fund Store to Financial Engines Advisor Center, LLCleft Sep 2, 2015, registered Jun 25, 2015 (-69 days) · channel change inside one enterprise, not a move
- The Mutual Fund Store to The Mutual Fund Storeleft Dec 11, 2008, registered Aug 8, 2007 (-491 days) · Other
- The Mutual Fund Store to The Mutual Fund Storeleft Dec 31, 2007, registered Aug 6, 2007 (-147 days) · Other
- The Mutual Fund Store to The Mutual Fund Storeleft Jun 12, 2007, registered Jun 6, 2007 (-6 days) · Other
- O'Sullivan Creel Wealth Advisors, Llp to The Mutual Fund Storeleft Feb 23, 2007, registered Apr 10, 2007 (46 days) · Other
- Charles Schwab & Co., Inc. to O'Sullivan Creel Wealth Advisors, Llpleft Jan 13, 2004, registered Feb 12, 2004 (30 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address