Todd David Cross
Investment Adviser Representative at Bankers LIFE Advisory Services, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Todd David Cross is an investment adviser representative with Bankers LIFE Advisory Services, Inc. in Syracuse, NY, where they have been registered since 2025. They have worked in the securities industry since 2021 and were previously registered with Commonwealth Financial Network. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in New York.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York
- Broker:
1 state or territory
New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- New York LifeSep 2020 – Apr 2021Dewitt, NY
- Syracuse Crunch Hockey ClubAug 2003 – Jul 2020Syracuse, NY
- NYLIFE Securities LLCMar 2021 – Apr 2021Dewitt, NY
- MassMutual Life Insurance Co.Apr 2021 – Sep 2024Syracuse, NY
- MML Investors ServicesJun 2021 – Sep 2024Syracuse, NY
- Tucker-Haskins and AssociatesSep 2024 – Dec 2024Syracuse, NY
- Commonwealth Financial NetworkSep 2024 – Dec 2024Waltham, MA
- Bankers Life Securities, IncApr 2025 – no end date reportedSyracuse, NY
- Bankers Life & Casualty, IncFeb 2025 – no end date reportedSyracuse, NY
- Bankers Life Advisory Services, IncApr 2025 – no end date reportedSyracuse, NY
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Bankers LIFE Advisory Services, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
- Greater than $4 million0.30%
- $2 million to $4 million0.40%
- $1 million to $2 million0.50%
- $1 million and below1.25%
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
Fee-based investment management including Professional Third-Party Portfolio Management and Trading, Portfolio Rebalancing, Annual Asset Based Management Fee Structure, Fiduciary Standard of Care, and Quarterly Performance Reporting.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 533
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Chicago, IL
- SEC file number:
- 801-106953
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Bankers LIFE Advisory Services, Inc.
Showing 12 of 533 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Todd David 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.
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