John Morelock, financial advisor Cincinnati OH

John Morelock

CRD Number: 6255949
Current Firm: Crew Capital Management, Ltd.

John Morelock (CRD# 6255949) is an Investment Advisor Representative working at Crew Capital Management, Ltd. in Cincinnati, OH and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Crew Capital Management Cincinnati, OH Jul 2019 - Current 2
Calvary Financial New York, NY Dec 2017 - Current 3
Ftn Financial Capital Markets New York, NY Jul 2013 - Dec 2017 4
Ftn Financial Securities Corp New York, NY Jul 2013 - Dec 2017 4
New York University New York, NY Aug 2011 - Aug 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2014
Contact Info for John P. Morelock
Phone Number: 513-618-6460
Registered State(s):
  • OH
Current Firm Details
Crew Capital Management, Ltd.
Firm's CRD Number: 125402
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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