Crescent Capital Consulting, LLC

Crescent Capital Consulting, LLC (CRD# 154925) is a financial advisory firm headquartered in New Orleans, LA. They manage $757,293,145 in 698 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    757
    MILLION
  • Total Number of Accounts
    698
    ACCOUNTS
  • Average Account Value
    $1,084,947
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CO, FL, LA, NC, TX, VA

Financial Advisors at Crescent Capital Consulting, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael H. Deyoung
CRD#: 6301050
1100 Poydras Street, Suite 1350, New Orleans, LA 70163

Michael Deyoung (CRD# 6301050) is an Investment Advisor Representative working at Crescent Capital Consulting, LLC in New Orleans, LA and has over 6 years of experience in the finance industry.

2
Edwin R. Rodriguez
CRD#: 402367
Boca Grande, FL

Edwin Rodriguez (CRD# 402367) is an Investment Advisor Representative working at Crescent Capital Consulting, LLC in Boca Grande, FL and has over 37 years of experience in the finance industry.

3
Andrew B. Wisdom
CRD#: 4897018
1100 Poydras Street, Suite 1350, New Orleans, LA 70163

Andrew Wisdom (CRD# 4897018) is an Investment Advisor Representative working at Crescent Capital Consulting, LLC in New Orleans, LA and has 1 year of experience in the finance industry.

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