Riley Crosbie has been Managing Member and Chief Compliance Officer of Riley S. Crosbie Advisory since December 2022, is a control person of the firm and directly owns 75% or more of it.
Riley S. Crosbie Advisory, LLC is a Logan, UT firm with $119M under management, 101 clients and 3 advisers in one office, as of its June 2026 filing.
Riley Crosbie’s longest registration was 7 years at Adams Wealth Advisors (2017–2025). Before joining Riley S. Crosbie Advisory in 2025, Riley Crosbie was registered through Adams Wealth Advisors and Allegis Investment Advisors, LLC.
- – present · 1 yearLogan, UT · Adviser representative · Firm CRD 336507
- Adams Wealth Advisors– · 7 yearsLogan, UT · Adviser representative · Firm CRD 286087
- Allegis Investment Advisors, LLC– · 1 yearLogan, UT · Adviser representative · Firm CRD 157314
- Beacon Financial Planning, LLC– · under a yearLogan, UT · Adviser representative · Firm CRD 121462
Investment adviser representative registrations
Riley Crosbie is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2025; the most recent is Texas, in July 2025.
- TexasResidentSince 21 July 2025
- UtahSince 25 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 January 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Riley Stevens Crosbie
- CRD
- 6538869
- Firm
- Riley S. Crosbie Advisory · CRD 336507
- Role
- Managing Member and Chief Compliance Officer
- Office
- 76 E 200 N, SUITE 110, Logan, UT 84321
- Registration
- Investment adviser registration
- In the industry since
- August 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Riley Crosbie work?
Riley Crosbie has been Managing Member and Chief Compliance Officer of Riley S. Crosbie Advisory, LLC since December 2022, and is a control person of the firm.
Is Riley Crosbie a financial advisor?
Yes. Riley Crosbie has a current investment-adviser registration in Texas and Utah, through Riley S. Crosbie Advisory since June 2025.
How many years of experience does Riley Crosbie have?
Riley Crosbie has 11 years in the financial industry, since August 2015, across 4 adviser firms.
What exams has Riley Crosbie passed?
Riley Crosbie passed the Series 65 in January 2015.
Where did Riley Crosbie work before Riley S. Crosbie Advisory?
Before Riley S. Crosbie Advisory, Riley Crosbie was registered through Adams Wealth Advisors, October 2017 to June 2025; Allegis Investment Advisors, LLC, November 2015 to October 2017; Beacon Financial Planning, LLC, August 2015 to November 2015.
Where is Riley Crosbie based?
Riley Crosbie’s registered office is in Logan, UT.
Is Riley Crosbie registered with FINRA?
No. Riley Crosbie has no current broker registration.
How can I verify Riley Crosbie’s record?
Search CRD 6538869 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Riley Crosbie’s full registration record.