Samuel Lewis Crossley

CRD 4435161 · Wells Fargo Advisors · Charleston, SC

IA RegisteredBroker

Also appears in the source record as: Sam Crossley

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 6Series 65Series 63
Registered states (8): Alabama · Florida · Georgia · Maryland · North Carolina · South Carolina · Texas · Virginia
Years in the industry (source record): 24
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (11)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Charleston, SC · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Charleston, SC · BC capacity

start not retrieved → present
Principal Securities, Inc.
Savannah, GA · IA capacity

May 3, 2021 → Nov 17, 2023
Principal Securities, Inc.
Savannah, GA · BC capacity

Apr 29, 2021 → Nov 17, 2023
Aig Capital Services, Inc.
Jersey City, NJ · BC capacity

Apr 30, 2018 → Feb 4, 2021
Lpl Financial LLC
Waynesboro, GA · IA capacity

Feb 14, 2018 → May 7, 2018
Lpl Financial LLC
Waynesboro, GA · BC capacity

Feb 14, 2018 → May 7, 2018
Invest Financial Corporation
Waynesboro, GA · IA capacity

Jan 7, 2016 → Feb 14, 2018
Invest Financial Corporation
Waynesboro, GA · BC capacity

Jan 7, 2016 → Feb 14, 2018
Mml Investors Services, LLC
Savannah, GA · IA capacity

Feb 1, 2007 → Jan 22, 2016
Mml Investors Services, LLC
Savannah, GA · BC capacity

Sep 17, 2001 → Jan 22, 2016

Source & corrections

Where this page comes from

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