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Kevin Louis Crews

Raymond James Financial Services Advisors, Inc

Montclair, NJ

CRD 1845624

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Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2009-01-02
  • NJ RA
    APPROVED
    Since 2009-01-02

Branch Locations

39 S Fullerton Ave Ste 11, Montclair, NJ 07042 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financil Services, Inc Montclair NJ 06/2008 Present
Raymond James Financial Services Advisors, Inc Montclair NJ 01/2009 Present
Rbh Corp Montclair NJ 07/2008 08/2019
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-04-11
S63 Uniform Securities Agent State Law Examination 1990-12-18
  • S65 Uniform Investment Adviser Law Examination
    1997-04-11
  • S63 Uniform Securities Agent State Law Examination
    1990-12-18

View on SEC IAPD

Nearby Firms

RMR WEALTH BUILDERS, INC.
ENCOMPASS MORE ASSET MANAGEMENT LLC
KESTRA PRIVATE WEALTH SERVICES, LLC

Nearby Investors

Keith S Stecker
MATTHEW BRIAN LEVENS
CHRISTOPHER JOSEPH MCCOY

Nearby Offices

RMR WEALTH BUILDERS, INC. · MONTCLAIR, NJ
ENCOMPASS MORE ASSET MANAGEMENT LLC · Montclair, NJ
KESTRA PRIVATE WEALTH SERVICES, LLC · Montclair, NJ

More in Montclair, NJ

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