AdFi
AJ

Alexander James Cross

Investment Adviser Representative at Mutual Advisors, LLC

St. Petersburg, FLCRD #4759369Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Alexander James Cross is an investment adviser representative with Mutual Advisors, LLC in St. Petersburg, FL, where they have been registered since 2018. They have worked in the securities industry since 2004 and have been registered with 3 firms, including Platinum Wealth Partners and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida.

Office

147 Second Avenue S, Suite 403
St. Petersburg, FL 33701

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/5/2005
Series 63
Uniform Securities Agent State Law Examination
Passed 8/19/2004
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/7/2005
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/19/2004

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Mutual Advisors, LLCCurrent
1/8/2018 – St. Petersburg, FL
Platinum Wealth Partners
3/14/2012 – 1/10/2018Tampa, FL
Merrill Lynch, Pierce, Fenner & Smith Incorporated
8/11/2005 – 2/24/2012Saint Petersburg, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Platinum Wealth Partners, Inc
    Feb 2012 – Dec 2017St. Petersburg, FL
  2. Mutual Securities, Inc
    Jun 2013 – Dec 2019Camarillo, CA
  3. Mutual Advisors, LLC
    Jan 2018 – no end date reportedOmaha, NE

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Mutual Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.02

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingSovereign WealthCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
155
Offices listed on AdvisorFinder:
26
Main office:
Omaha, NE
SEC file number:
801-78089

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 30, 2026

View full firm profile

Other advisors at Mutual Advisors, LLC

Showing 12 of 155 in the directory

View Mutual Advisors, LLC firm profile

Similar advisors in St. Petersburg, FL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alexander James Cross has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Alexander James Cross (Mutual Advisors) - Fees & Credentials