David Crespi, financial advisor Westlake TX

David Crespi

CRD Number: 6710724
Current Firm: Fidelity Personal And Workplace Advisors

David Crespi (CRD# 6710724) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Westlake, TX Dec 2020 - Current < 1
Unemployed Devon, PA May 2020 - Nov 2020 < 1
Thrive Capital Management, LLC Fort Washington, PA Apr 2019 - Apr 2020 1
Thrive Financial Services, LLC Fort Washington, PA May 2018 - Apr 2020 1
Vanguard Marketing Corporation Malvern, PA Oct 2016 - Apr 2018 1
The Vanguard Group, Inc. Malvern, PA Sep 2016 - Apr 2018 1
Dow Northeast Employees Federal Credit Union Philadelphia, PA Dec 2011 - Jun 2016 4
La Salle University Philadelphia, PA Jan 2012 - Aug 2015 3
Wells Fargo Maple Glen, PA May 2011 - Nov 2011 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2019
S63 Uniform Securities State Law Examination Apr 2021
Contact Info for David S. Crespi
Phone Number: 617-563-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV, WY

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