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.

"The StockCross name might be new to some investors, but the longevity of the company, and the total years of investment experience by our advisors, would astound anyone."

Ed Shaughnessy
Customer Service Manager
20 years industry experience

Heritage and Values

StockCross is a thriving, privately held firm that answers to you - our valued customer. With every daily decision and action we make, we uphold our commitment to our:


Any business that is not dedicated to its customers will not stay in business for long. While many business relationships last the length of a single transaction, StockCross is different. We are dedicated to growing our customers' wealth for the rest of their lives, and we have been committed to that promise for 40 years and counting.


There is a reason many of our employees have been with StockCross for more than a decade – some for 30 years or more. It is a great place to work. StockCross is owned by a family – and it runs like a family. We help our employees need to grow their careers and achieve a healthy work/life balance. In turn, our employees dedicate themselves to providing our customers with a superior investor experience.


StockCross has deep roots in the communities where we have offices. We are dedicated to strengthening the cities where we live and work, through good citizenship, volunteer activities and charitable outreach.


StockCross employees routinely gather to discuss and implement ideas on how we can operate in the most environmentally responsible way possible. Recycling, carpooling and public transportation credits are just a few of the ways we reduce the impact of our business operations.


Wall Street's reputation is tarnished when businesses and individuals act irresponsibly. Those headlines steal focus from the tens of thousands of brokers, traders and other financial professionals who work tirelessly on behalf of their clients every day. StockCross strives to uphold the highest standards of the industry to help our clients confidently build their wealth and prepare for their futures.

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or Call (800) 993-2015

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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.