The StockCross Approach

Cutting edge technology; back-to-basics mentality; StockCross Investment Specialists and our rich online resources will help you create and manage a long-term investment strategy.


"At StockCross, I have the ability to act in my client's best interest by providing a wide variety of investment choices. As an independent broker, I am not guided by what is in the company inventory, as often happens with some other firms. Our clients' goals are the driver for determining the most appropriate investment solutions."

Steven H. Weiss, CFS
SVP- Investments
30yrs - industry experience

Financial Flexibility

If your advisors only suggest their own company's private label products, are you missing out on other opportunities?

StockCross has been privately owned since day one; our independence affords you many advantages. We don't have shareholders to report to. Our Investment Specialists' focus is on you - your situation is unique; your portfolio should be too.

Private Labels are acceptable, as long as you review the best labels.

Private Label funds are like any other investment opportunity; you must evaluate its strategy against market forces, its management team's competency and its performance. StockCross continually evaluates opportunities from a wide variety of sources, without preference or bias, to help you find investments that align with your goals and strategy.

Many of our Investment Representatives and Specialists have been with us for years. Their careers rest upon strong relationships, steadily built, with their loyal clientele.

Loyalty is tested and earned every single day.

StockCross did not achieve the highest levels of loyalty by putting our Investment Specialists and their clients into a box; instead, we give them the room and the resources to make smart decisions and steadily grow. Our success and your success are intertwined; and always will be.

Review our Current Offerings page for current opportunities.

Contact Us Online

or Call (800) 993-2015

Newsletter Sign Up

Employee Stock Plans 800.338.3965       StockCross Financial 800.993.2015             Customer Support


Brokerage Products and Services offered by StockCross Financial Services, Inc. - Member FINRA and SIPC.

Investors should consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus and, if available, the summary prospectus contain this and other information about the investment company.  To obtain a prospectus contact StockCross at 800.993.2015. Read the prospectus carefully before investing.

Options involve risk and are not suitable for all investors. Detailed information on our policies and the risks associated with options can be found in the StockCross Options Application and Agreement, Customer Agreement, and by downloading the Characteristics and Risks of Standardized Options, and 2012 Supplements from The Options Clearing Corporation, or by requesting a copy from StockCross free of charge. 

Margin trading involves interest charges and risks, including the potential to lose more than deposited or the need to deposit additional collateral in a falling market. The Margin Disclosure Statement and Agreement (PDF) is available for download, or by requesting a copy from StockCross free of charge. 

Testimonials may not be representative of the experience of other clients and are no guarantee of future performance or success.

Copyright StockCross Financial Services, Inc. 2018.