Dante Crosa has been an investment adviser representative at Global View Capital Management since March 2025, and is not listed among the firm’s executive officers or direct owners.
Global View Capital Management LLC is a Waukesha, WI firm with $775M under management, 3,819 clients and 107 advisers across 6 offices, as of its August 2026 filing.
Dante Crosa’s longest registration was 12 years at Transamerica Financial Advisors, Inc. (2012–2024). Before joining Global View Capital Management in 2025, Dante Crosa was registered through Transamerica Financial Advisors, Inc. and Investment Advisors International, Inc.
- – present · 1 yearKaty, TX · Adviser representative · Firm CRD 158292
- Transamerica Financial Advisors, Inc.– · 12 yearsHouston, TX · Adviser representative · Firm CRD 16164
- Investment Advisors International, Inc.– · 3 yearsHouston, TX · Adviser representative · Firm CRD 139233
Investment adviser representative registrations
Dante Crosa is registered as an investment adviser representative in Texas, since March 2025.
- TexasSince 28 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 22 June 2008 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 18 March 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 March 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- CRD
- 4759161
- Firm
- Global View Capital Management · CRD 158292
- Office
- Katy, TX
- Registration
- Investment adviser registration
- In the industry since
- October 2004
- Disciplinary history
- Not yet shown here · SEC record
Where does Dante Crosa work?
Dante Crosa is an investment adviser representative registered through Global View Capital Management LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Dante Crosa a financial advisor?
Yes. Dante Crosa has a current investment-adviser registration in Texas, through Global View Capital Management since March 2025.
How many years of experience does Dante Crosa have?
Dante Crosa has 22 years in the financial industry, since October 2004, across 3 adviser firms.
What exams has Dante Crosa passed?
Dante Crosa has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in March 2004. FINRA credited Dante Crosa with the SIE, which began in October 2018.
Where did Dante Crosa work before Global View Capital Management?
Before Global View Capital Management, Dante Crosa was registered through Transamerica Financial Advisors, Inc., January 2012 to August 2024; Investment Advisors International, Inc., July 2008 to January 2012.
Where is Dante Crosa based?
Dante Crosa’s registered office is in Katy, TX.
Is Dante Crosa registered with FINRA?
No. Dante Crosa has no current broker registration.
How can I verify Dante Crosa’s record?
Search CRD 4759161 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dante Crosa’s full registration record.
