CP
CP

Craig Pollen

10 Years of Experience
Elkins Park, PA

Craig Pollen is a registered investment advisor at Pollen & Secouler, LLP, based in Elkins Park, PA, with 10 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Elkins Park, PA

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Craig is a CPA with McCarthy & Company PC.

Employment History
Current Registrations
Pollen & Secouler, LLP
June 2015 - Present · 10 yrs 11 mos
Previous Registrations
Pollen & Secouler, LLP
June 2015 - December 2016 · 1 yr 6 mos
State Registrations1 state
PA
Advisor

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.

Exams
No exam information available for this advisor.