Victoria Gascoigne Crosby
Investment Adviser Representative at THE Institute
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Victoria Gascoigne Crosby is an investment adviser representative in Seattle, WA, currently registered with The Institute and DMK Advisor Group, Inc. They have worked in the securities industry since 1992 and have been registered with 9 firms, including Institute for Wealth Advisors, Inc. and Concert Wealth Management. They have passed 4 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 Washington.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Washington
- Broker:
1 state or territory
Washington
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.
- Concert Wealth Management, Inc.May 2013 – Jun 2017San Jose, CA
- International Assets Advisory, LLCSep 2016 – Jan 2017Renton, WA
- Sowell Financial Services, LLCSep 2016 – Jan 2017North Little Rock, AR
- Institute for Wealth Advisors, Inc.Jan 2017 – Apr 2019Dallas, TX
- DMK Advisor Group Inc.Nov 2017 – no end date reportedSeattle, WA
- Purshe Kaplan Sterling InvestmentsMar 2017 – Nov 2017Albany, NY
- Institute For Wealth Management LLCApr 2019 – no end date reportedDenver, CO
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About THE Institute
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
- Firm account minimum
- $100,000 (waivable)
- 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
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:
- 16
- Offices listed on AdvisorFinder:
- 8
- Main office:
- Denver, CO
- SEC file number:
- 801-67624
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 23, 2026
View full firm profileOther advisors at THE Institute
Showing 12 of 16 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. Victoria Gascoigne Crosby 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.
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