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President · Saratoga Research & Investment Management

Marc C. Crosby

CRD 6135326 · Named on Form ADV at one SEC-registered adviser

At a glance

Saratoga Research & Investment Management, an SEC-registered wealth manager based in Saratoga, CA with $2.5 billion in regulatory assets, lists Marc C. Crosby on its Form ADV as President, a control person.

Firms and roles

AtlasMembers

Marc’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Kevin P. TannerChief Executive Officer/chief Investment Officer, Saratoga Research & Investment Management
  • Travis O. HansonChief Financial Officer, Saratoga Research & Investment Management
  • Madeline E. HedgesChief Compliance Officer, Saratoga Research & Investment Management
  • James H. TannerDirector of Operations, Saratoga Research & Investment Management
  • Philip A. SpencerDirector of Research, Saratoga Research & Investment Management

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Marc’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.