Neil Crowell
Neil Crowell is a registered investment advisor at Cetera Investment Advisers LLC, based in York, PA, with 14 years of industry experience. Neil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
York, PA
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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 ActivitiesSells Insurance
Neil provides insurance and financial services to clients and prospects through DSF Wealth Management Group and sells fixed insurance products as an independent insurance agent, dedicating nearly full-time hours to each. He also owns East York Financial LLC, an S-Corp for tax purposes, requiring minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations8 states
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