Daniel Crews, financial advisor Snellville GA
90 score

Daniel Crews

CRD Number: 6133124
Current Firm: Precision Capital Management

Daniel Crews (CRD# 6133124) is an Investment Advisor Representative working at Precision Capital Management in Snellville, GA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Precision Capital Management Coppell, TX Apr 2015 - Current 2
Reed Financial Group Snellville, GA Jul 2011 - Current 6
Horter Investment Management, LLC Cincinnati, OH Oct 2012 - Apr 2015 2
Gwinnett County Public Schools Suwanee, GA Jul 2008 - Jul 2011 3
Georgia Tech Athletic Association Atlanta, GA Jul 2009 - Jan 2010 < 1
Atlanta Falcons Flowery Branch, GA Feb 2008 - Jul 2008 < 1
Georgia Force Flowery Branch, GA Jul 2007 - Feb 2008 < 1
Unemployed Grayson, GA May 2007 - Jul 2007 < 1
Georgia Institute Of Technology Atlanta, GA Jul 2002 - May 2007 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2012
Contact Info for Daniel G. Crews
Phone Number: (866) 254-4235
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.