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Stonecrop Wealth Advisors, LLC CRD 306486
$300M regulatory AUM 290 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2 West Market Street Suite 200, West Chester, PA 19382 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-01-02 |
Branch Locations
2 West Market Street Suite 200, West Chester, PA 19382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Ion Advisors, Llc | Conshohocken | PA | 08/2018 | 03/2020 |
| Access Group, Inc. | West Chester | PA | 03/2015 | 09/2016 |
| Compass Ion Advisors, Llc | Conshohocken | PA | 09/2016 | 08/2018 |
| Stonecrop Wealth Advisors, Llc | Chadds Ford | PA | 01/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-15 |
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