Steven Crespo, financial advisor Ludlow MA
90 score

Steven Crespo

CRD Number: 5993678
Current Firm: Edward Jones

Steven Crespo (CRD# 5993678) is an Investment Advisor Representative working at Edward Jones in Ludlow, MA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Nov 2011 - Current 5
Landmark Realtors Wilbraham, MA Feb 2011 - Nov 2011 < 1
Custom Painting And Decorating Amherst, MA Sep 2005 - Jan 2011 5
Westfeild State University Westfield, MA Jun 2008 - Aug 2010 2
Golden Nozzle Car Wash Springfield, MA Sep 2005 - Aug 2008 2
Holyoke Community College Holyoke, MA Jun 2005 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Steven A. Crespo
Phone Number: 314-515-2000
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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