Stephan Celuch

Crescent Advisor Group, INC.

2 Years of Experience

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Areas of Practice

Investment Management

Crescent Advisor Group, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

230 clients

Average Client Portfolio

$1.2M average

Assets Under Management

$283.0M

Location

4975 Preston Park Blvd., Suite 820, Plano, TX, 75093

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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.

Employment History

Current Registrations

Crescent Advisor Group, INC.

March 2023 - Present · 2 yrs 11 mos

State Registrations2 states

FLTX

Advisor

Exams

No exam information available for this advisor.