John Edward Crowley

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → 12/2018
  Tfs Securities, Inc.
  Lincroft, NJ
• 12/2018 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2018 → 10/2022
  Coastal Benefits Insurance Group
  Galloway, NJ
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2011-01-06 → 2018-12-05
  World Investments, Llc
  Lincroft, NJ
  Galloway, NJ
  Galloway, NJ

Other Businesses

1.NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE;

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-01-10
• S63 Uniform Securities Agent State Law Examination
  1995-09-29