Unclaimed Profile

Frank Pelosi

CRA FINANCIAL SERVICES, L.L.C.·NORTHFIELD, New Jersey

Clean recordCRA FINANCIAL SERVICES, L.L.C.

332 TILTON ROAD, NORTHFIELD, NJ 08225CRD# 4627121Firm CRD# 124004

Profile Verification

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

Identity

Frank Pelosi · NORTHFIELD, NJ

Registration

CRD #4627121 · CRA FINANCIAL SERVICES, L.L.C.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Frank Pelosi is a registered financial advisor based in NORTHFIELD, New Jersey, affiliated with CRA FINANCIAL SERVICES, L.L.C.. 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

CRA FINANCIAL SERVICES, L.L.C.

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CRA FINANCIAL SERVICES, L.L.C. →

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# 4627121

Firm CRD# 124004

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Frank Pelosi offer?

Frank Pelosi specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTHFIELD, New Jersey for a consultation.

What are Frank Pelosi's credentials?

Frank Pelosi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Frank Pelosi located?

Frank Pelosi is based in NORTHFIELD, New Jersey, working with CRA FINANCIAL SERVICES, L.L.C.. Their office serves clients in the NORTHFIELD metropolitan area and surrounding communities.

How does Frank Pelosi charge for services?

Frank Pelosi'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 CRA FINANCIAL SERVICES, L.L.C.?

CRA FINANCIAL SERVICES, L.L.C. has approximately 13 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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