Unclaimed Profile

Andrew Bell Wisdom

CRESCENT CAPITAL CONSULTING, LLC·NEW ORLEANS, Louisiana

Series 7, Series 24Clean record13 years registeredCRESCENT CAPITAL CONSULTING, LLC

1100 POYDRAS STREET, NEW ORLEANS, LA 70163CRD# 4897018Firm CRD# 154925

Profile Verification

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

Identity

Andrew Bell Wisdom · NEW ORLEANS, LA

Registration

CRD #4897018 · CRESCENT CAPITAL CONSULTING, LLC · 13 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Jan 2022 – present

CRESCENT CAPITAL CONSULTING, LLC

May 2013 – Mar 2022

NEW ORLEANS, LA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Registration record

First registered · May 23, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CRESCENT CAPITAL CONSULTING, LLC

CRD 154925 · SEC 801-71795

AUM

$1.2B

Regulatory assets under management

Employees

842 client accounts

Services offered by CRESCENT CAPITAL CONSULTING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CRESCENT CAPITAL CONSULTING, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew Bell Wisdom offer?

Andrew Bell Wisdom specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEW ORLEANS, Louisiana for a consultation.

What are Andrew Bell Wisdom's credentials?

Andrew Bell Wisdom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Bell Wisdom located?

Andrew Bell Wisdom is based in NEW ORLEANS, Louisiana, working with CRESCENT CAPITAL CONSULTING, LLC. Their office serves clients in the NEW ORLEANS metropolitan area and surrounding communities.

How does Andrew Bell Wisdom charge for services?

Andrew Bell Wisdom'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 CAPITAL CONSULTING, LLC?

CRESCENT CAPITAL CONSULTING, LLC has approximately 18 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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