Unclaimed Profile

David Scott Keevins

CRESCENT GROVE ADVISORS, LLC·LAKE FOREST, Illinois

SIE, Series 7, Series 63, Series 65Clean record25 years registeredCRESCENT GROVE ADVISORS, LLC

100 NORTH FIELD DRIVE, LAKE FOREST, IL 60045CRD# 2194433Firm CRD# 170912

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Scott Keevins · LAKE FOREST, IL

Registration

CRD #2194433 · CRESCENT GROVE ADVISORS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

CRESCENT GROVE ADVISORS

Apr 2015 – present

BMO ASSET MANAGEMENT CORP.

Jun 2012 – May 2015

CHICAGO, IL

M&I INVESTMENT MANAGEMENT CORP.

Oct 2006 – Jun 2012

MILWAUKEE, WI

THE AYCO COMPANY,L.P.

Aug 2000 – Oct 2005

LAKE FOREST, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · August 28, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CRESCENT GROVE ADVISORS, LLC

CRD 170912 · SEC 801-79577

AUM

$4.5B

Regulatory assets under management

Employees

359 client accounts

Services offered by CRESCENT GROVE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CRESCENT GROVE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does David Scott Keevins offer?

David Scott Keevins specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE FOREST, Illinois for a consultation.

What are David Scott Keevins's credentials?

David Scott Keevins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Scott Keevins located?

David Scott Keevins is based in LAKE FOREST, Illinois, working with CRESCENT GROVE ADVISORS, LLC. Their office serves clients in the LAKE FOREST metropolitan area and surrounding communities.

How does David Scott Keevins charge for services?

David Scott Keevins's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CRESCENT GROVE ADVISORS, LLC?

CRESCENT GROVE ADVISORS, LLC has approximately 34 employees and manages $4.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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