SC
SC

Simon F Crew

3 Years of Experience
May Earn Commission
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
491 clients
Average Client Portfolio
$790K average
Assets Under Management
$388.0M

Fee Structure

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Location

1208 Kimberton Road, Chester Springs, PA, 19425

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Simon works as a waiter at Core De Roma, managing the front of the restaurant and waiting on tables since 2019. This takes about 10-20% of his time.

Employment History
Current Registrations
Certior Financial Group, LLC
August 2025 - Present · 6 mos
Previous Registrations
Creative Capital Wealth Management Group
August 2024 - August 2025 · 1 yr
Arkadios Wealth Advisors
July 2024 - July 2025 · 1 yr
Arkadios CapitalBroker
July 2024 - July 2025 · 1 yr
Equitable Advisors, LLC
March 2023 - July 2024 · 1 yr 4 mos
Equitable Advisors, LLCBroker
November 2022 - July 2024 · 1 yr 8 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.