Kevin Crook is a registered investment advisor at Citizens Securities, INC., based in Conshohocken, PA, with 33 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 53,044 clients with $9.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Citizens Securities offers investment management through its Managed Account Program. The fees vary depending on the specific program selected.
The maximum annual rate for Citizens Securities' component of the fee is 2.00%. The total fee covers asset allocation recommendations, manager research, brokerage, custody, performance reports, and administrative services. Third-party manager fees typically range from 0.02% to 0.50%.
Fees are negotiable under some circumstances, such as the type and size of the client account and the range of services provided.
For Connect accounts, there is a minimum investment of $2,000.
Location
300 Barr Harbor Drive, Suite 450, Mailstop: Pabh10, Conshohocken, PA, 19428
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kevin is a board member of Special Equestrians. This activity is not investment-related.
Employment History
Current Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Waypoint Direct Investments, LLCBroker
Principal Funds Distributor, INC.Broker
Principal Global Investors
Princor Financial Services Corporation
Principal Securities, INC.Broker
Imst Distributors, LLCBroker
Grand Distribution Services, LLCBroker
W. P. Stewart Securities LLCBroker
Cohen & Steers Securities, LLCBroker
Dreyfus Service Corporation
Lighthouse Dreyfus Growth Advisors
Dreyfus Service CorporationBroker
Sierra Investment Services CorporationBroker
Colonial Investment ServicesBroker
Colonial Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.