Investment adviser representative · Crossroads Planning
Tony T. Chan
CRD 6536170 · Orange, CA
At a glance
Tony T. Chan is an investment adviser representative with Crossroads Planning in Orange, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Tony’s SEC record dates to 2015, about 11 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Crossroads PlanningSince January 2018Orange, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Tony’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
- 1 firmLocked
- 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 Crossroads Planning
- Garrett G. JonesOrange · Certified Financial Planner
Every advisor at Crossroads Planning →Financial advisors in Orange, CA →Advisor Moves: who changed firms this week →