Unclaimed Profile

James Bernard Craver

CROW POINT PARTNERS, LLC·BOSTON, Massachusetts

Series 3, Series 6, Series 7, Series 24, Series 26, Series 30, Series 63, Series 66Clean record9 years registeredCROW POINT PARTNERS, LLC

280 SUMMER STREET, BOSTON, MA 02210CRD# 823298Firm CRD# 141836

Profile Verification

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

Identity

James Bernard Craver · BOSTON, MA

Registration

CRD #823298 · CROW POINT PARTNERS, LLC · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CROW POINT PARTNERS, LLC

OLIVER INVESTMENTS

Nov 2016 – Feb 2024

WOBURN, MA

Registrations & Exams

FINRA examinations passed

Series 3

Series 6

Series 7

Series 24

Series 26

Series 30

Series 63

Series 66

Registration record

First registered · November 1, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CROW POINT PARTNERS, LLC

CRD 141836 · SEC 801-67184

AUM

$274M

Regulatory assets under management

Employees

9 client accounts

Services offered by CROW POINT PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at CROW POINT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does James Bernard Craver offer?

James Bernard Craver specializes in Investment Management, Retirement Planning, Wealth Management.

What are James Bernard Craver's credentials?

James Bernard Craver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Bernard Craver located?

James Bernard Craver is based in BOSTON, Massachusetts, last registered with CROW POINT PARTNERS, LLC.

How does James Bernard Craver charge for services?

James Bernard Craver's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CROW POINT PARTNERS, LLC?

CROW POINT PARTNERS, LLC has approximately 4 employees and manages $274M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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