Brian Crowley
Brian Crowley is a registered investment advisor at Raymond James & Associates, INC., based in Saratoga Springs, NY, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
321 Broadway Ave Suite 501, Saratoga Springs, NY, 12866
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is a silent partner in Capital Broadcasting Inc., a radio station, dedicating minimal time. He also serves as the Finance Committee Chairperson for Charlton Girls School, a non-profit, spending a few hours per week and providing financial advice.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Mcdonald Investments INC.Broker
Edward JonesBroker
State Registrations38 states
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