Unclaimed Profile

Sheridan Barnes Grace

CRESCENT CAPITAL CONSULTING, LLC·NEW ORLEANS, Louisiana

Clean recordCRESCENT CAPITAL CONSULTING, LLC

1100 POYDRAS STREET, NEW ORLEANS, LA 70163CRD# 5720868Firm CRD# 154925

Profile Verification

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

Identity

Sheridan Barnes Grace · NEW ORLEANS, LA

Registration

CRD #5720868 · CRESCENT CAPITAL CONSULTING, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sheridan Barnes Grace is a registered financial advisor based in NEW ORLEANS, Louisiana, affiliated with CRESCENT CAPITAL CONSULTING, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CRESCENT CAPITAL CONSULTING, LLC

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CRESCENT CAPITAL CONSULTING, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5720868

Firm CRD# 154925

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sheridan Barnes Grace offer?

Sheridan Barnes Grace specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEW ORLEANS, Louisiana for a consultation.

What are Sheridan Barnes Grace's credentials?

Sheridan Barnes Grace is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sheridan Barnes Grace located?

Sheridan Barnes Grace 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 Sheridan Barnes Grace charge for services?

Sheridan Barnes Grace'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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