Kelly Crisci, financial advisor Langhorne PA

Kelly Crisci

CRD Number: 5587011
Current Firm: Creativeone Securities, LLC

Kelly Crisci (CRD# 5587011) is an Investment Advisor Representative working at Creativeone Securities, LLC in Langhorne, PA and has over 13 years of experience in the finance industry.

Similar Advisors
Thomas Corcimiglia, financial advisor Langhorne PA
Thomas C. Corcimiglia
CRD# 2972218
Lpl Financial LLC
Similar Advisors
Frank Speace, financial advisor Langhorne PA
Frank C. Speace
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Gregory Abbracciamento, financial advisor Langhorne PA
Gregory J. Abbracciamento
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Client One Securities, LLC Lawrenceville, NJ Dec 2014 - Current 9
Signator Investors Inc. West Trenton, NJ Apr 2008 - Dec 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2010
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Kelly Crisci
Phone Number: 913-814-6097
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    1,719
    MILLIONS
  • Total Number of Accounts
    22,082
    ACCOUNTS
  • Average Account Value
    $77,839
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.