Investment adviser representative · Edelman Financial Engines
Steven E. Crossett
CRD 1977387 · Melbourne, FL
At a glance
Steven E. Crossett is an investment adviser representative with Edelman Financial Engines in Melbourne, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Steven’s SEC record dates to 1996, about 30 years ago.
Current advisory firm
- Edelman Financial EnginesSince October 2016Melbourne, FL · $326B in regulatory assets
SEC adviser record
- Registered since
- 1996 (30 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Steven’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 7 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Edelman Financial Engines
- Dante T. AbbasCanfield
- Daniel P. AbramsHighlands Ranch
- Robert M. AcevesFederal Way
- Jaime E. AcklesBoston
- Travis H. AdamsFairfax
- Rachelle G. AdvaniNorth Chesterfield
- Leontios E. AkavalosFarmington
- Michael J. AlbaLancaster
Every advisor at Edelman Financial Engines →Edelman Financial Engines: assets, clients and custodians →Edelman news, moves and payouts →Financial advisors in Melbourne, FL →Advisor Moves: who changed firms this week →