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Dalton Greiner

Stonecrop Wealth Advisors, LLC

West Chester, PA

CRD 7972170

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Employer firm

Stonecrop Wealth Advisors, LLC CRD 306486

$300M regulatory AUM 290 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Stonecrop Wealth Advisors, Llc

2 West Market Street Suite 200, West Chester, PA 19382 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-08-21
  • PA RA
    APPROVED
    Since 2024-08-21

Branch Locations

2 West Market Street Suite 200, West Chester, PA 19382 • 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
Stonecrop Wealth Advisors, Llc West Chester PA 11/2022 08/2024
Stonecrop Wealth Advisors, Llc West Chester PA 08/2024 Present
Paul Tripp Ministries, Inc. Philadelphia PA 01/2020 Present
Harvest Bible Chapel Chicago IL 12/2011 12/2019
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-02
  • S65 Uniform Investment Adviser Law Examination
    2024-08-02

View on SEC IAPD

Nearby Firms

WEALTHCARE ADVISORY PARTNERS LLC
WEALTHCARE CAPITAL PARTNERS, LLC
LPL FINANCIAL LLC

Nearby Investors

STEPHEN VINCENT MCGUIRE
SMITHA THOMAS
TODD ANTHONY SCORZAFAVA

Nearby Offices

WEALTHCARE ADVISORY PARTNERS LLC · WEST CHESTER, PA
WEALTHCARE CAPITAL PARTNERS, LLC · WEST CHESTER, PA
LPL FINANCIAL LLC · WEST CHESTER, PA

More in West Chester, PA

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