Robert CrowleyCRD Number: 1219908
Current Firm: Crowley Wealth Management, Inc.
Robert Crowley (CRD# 1219908) is an Investment Advisor Representative working at Crowley Wealth Management, Inc. in Wilmington, DE and has over 34 years of experience in the finance industry. Robert Crowley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Ameriprise Financial Services, Inc.
|The Crowley Financial Group, Inc.||Wilmington, DE||Feb 1990 - Current||28|
|Crowley & Crowley Corp.||Wilmington, DE||Nov 1986 - Current||31|
|Crowley Securities||Wilmington, DE||Dec 1984 - Current||33|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1984|
|S65||NASAA Investment Advisors Law Examination||Jul 1990|
Total Assets Under Management221MILLIONS
Total Number of Accounts858ACCOUNTS
Average Account Value$257,568
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses