Roosevelt & Cross, Incorporated
Firm details
- Headquarters
- New York, New York
- CRD number
- 6964
- Registered since
- December 4, 1975
- Website
- www.roosevelt-cross.com
Firm profile
FINTRXOverview
Roosevelt & Cross, Incorporated is organized as a corporation and has been SEC‑registered since 1975. The firm is listed as individually owned and is classified in FINTRX data as "unclassified." The snapshot indicates it does not act as a capital allocator, is not identified as an active ESG investor, is not a multi‑state adviser (per the snapshot flags), and is not described as a pension consultant or related adviser. Other business and advisory activity fields in the source are blank.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 26Francis Finn
Registered RepresentativeCRD 1019346
William Welsh
Executive Vice PresidentCRD 1602929
David Wagner
Executive Vice PresidentCRD 4249755
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 140 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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