Curtis Crossland has been Managing Member of Suttle Crossland Wealth Advisors since November 2021, is a control person of the firm and directly owns between 50% and 75% of it. Curtis Crossland holds a Bachelor of Science in Business Administration from Pepperdine University and a Master of Business Administration with Finance Emphasis from Grand Canyon University.
Suttle Crossland Wealth Advisors, LLC is a Scottsdale, AZ firm with $101M under management, 53 clients and 2 advisers across 4 offices, as of its May 2026 filing.
Curtis Crossland is Co-Founder, Planning Pro of Suttle Crossland Wealth Advisors, LLC. Crossland spent years working for large wealth management firms and has more than ten years of experience helping clients with retirement, tax planning, investing and their family's future.
Curtis Crossland’s longest registration was 5 years at Vanguard Advisers, Inc. (2016–2022). Before joining Suttle Crossland Wealth Advisors in 2022, Curtis Crossland was registered through Vanguard Advisers, Inc. and Usaa Financial Planning Services.
- Origin Investment Advisory LLC– · 3 yearsPhoenix, AZ · Adviser representative · Firm CRD 305353
- – present · 4 yearsScottsdale, AZ · Adviser representative · Firm CRD 318700
- Vanguard Advisers, Inc.– · 5 yearsScottsdale, AZ · Adviser representative · Firm CRD 106715
- Usaa Financial Planning Services– · 3 yearsPhoenix, AZ · Adviser representative · Firm CRD 106352
- Usaa Investment Management Company– · under a yearPhoenix, AZ · Adviser representative · Firm CRD 5475
Professional designations
Listed by Suttle Crossland Wealth Advisors
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Curtis Crossland is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from March 2022; the most recent is California, in January 2025.
- ArizonaSince 2 March 2022
- CaliforniaSince 28 January 2025
- TexasResidentSince 11 May 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 13 January 2026 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 23 August 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 October 2011 |
| Series 7 | General Securities Representative Examination | 3 October 2011 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Curtis James Crossland
- CRD
- 5972939
- Firm
- Suttle Crossland Wealth Advisors · CRD 318700
- Role
- Managing Member
- Office
- 20715 N PIMA ROAD, SUITE 108, Scottsdale, AZ 85255
- Registration
- Investment adviser registration
- In the industry since
- November 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- suttlecrossland.com
Where does Curtis Crossland work?
Curtis Crossland has been Managing Member of Suttle Crossland Wealth Advisors, LLC since November 2021, and is a control person of the firm.
Is Curtis Crossland a financial advisor?
Yes. Curtis Crossland has a current investment-adviser registration in Arizona, California and Texas, through Suttle Crossland Wealth Advisors since March 2022.
How many years of experience does Curtis Crossland have?
Curtis Crossland has 14 years in the financial industry, since November 2011, across 5 adviser firms.
What exams has Curtis Crossland passed?
Curtis Crossland has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 7TO. The earliest, the Series 7, was passed in October 2011. FINRA credited Curtis Crossland with the SIE, which began in October 2018.
Where did Curtis Crossland work before Suttle Crossland Wealth Advisors?
Before Suttle Crossland Wealth Advisors, Curtis Crossland was registered through Usaa Financial Planning Services, April 2013 to July 2016; Usaa Investment Management Company, September 2012 to April 2013.
Where is Curtis Crossland based?
Curtis Crossland’s registered office is in Scottsdale, AZ.
Is Curtis Crossland registered with FINRA?
No. Curtis Crossland has no current broker registration.
Is Curtis Crossland a CFP?
Suttle Crossland Wealth Advisors lists Curtis Crossland with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Is Curtis Crossland a CFA charterholder?
Suttle Crossland Wealth Advisors lists Curtis Crossland with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Curtis Crossland’s record?
Search CRD 5972939 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Curtis Crossland’s full registration record.