Tasha Shadle has been an investment adviser representative at Crossover Capital Brands since May 2023, and is not listed among the firm’s executive officers or direct owners. Tasha Shadle holds a B.S. from Pennsylvania College of Technology (Penn State University).
Crossover Capital Brands LLC is a Yardley, PA firm with $179M under management, 99 clients and 2 advisers in one office, as of its June 2026 filing.
Tasha M. Shadle is Founder, Wealth Management Advisor of Crossover Capital. She brings 21+ years of financial services experience to the firm. Over her years of servicing clients she has added different financial designations.
Tasha Shadle’s longest registration was 18 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2004–2023). Before joining Crossover Capital Brands in 2023, Tasha Shadle was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 18 yearsPrinceton, NJ · Adviser representative · Firm CRD 7691
Professional designations
Listed by Crossover Capital Brands
- CIMA®
- CDFA®
Investment adviser representative registrations
Tasha Shadle is registered as an investment adviser representative in Pennsylvania, since May 2023.
- PennsylvaniaSince 23 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 28 July 2004 |
| Series 7 | General Securities Representative Examination | 10 May 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Tasha M Shadle
- CRD
- 4777308
- Firm
- Crossover Capital Brands · CRD 326625
- Office
- 113B FLORAL VALE BLVD, #3, Yardley, PA 19067
- Registration
- Investment adviser registration
- In the industry since
- May 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- crosscapadvisors.com
Where does Tasha Shadle work?
Tasha Shadle is an investment adviser representative registered through Crossover Capital Brands LLC since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Tasha Shadle a financial advisor?
Yes. Tasha Shadle has a current investment-adviser registration in Pennsylvania, through Crossover Capital Brands since May 2023.
How many years of experience does Tasha Shadle have?
Tasha Shadle has 22 years in the financial industry, since May 2004, across 2 adviser firms.
What exams has Tasha Shadle passed?
Tasha Shadle has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2004. FINRA credited Tasha Shadle with the SIE, which began in October 2018.
Where is Tasha Shadle based?
Tasha Shadle’s registered office is in Yardley, PA.
Is Tasha Shadle registered with FINRA?
No. Tasha Shadle has no current broker registration.
How can I verify Tasha Shadle’s record?
Search CRD 4777308 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tasha Shadle’s full registration record.
- Matthew SwendimanChief Compliance Officer
- Alexander PronFounder / Wealth Strategist