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William Stephen Crane

CTR FINANCIAL GROUP LLC·SUMMIT, New Jersey
Clean recordCTR FINANCIAL GROUP LLC
25 DEFOREST AVE, SUMMIT, NJ 07901CRD# 3254620Firm CRD# 128764

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Stephen Crane · SUMMIT, NJ
Registration
CRD #3254620 · CTR FINANCIAL GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Stephen Crane is a registered financial advisor based in SUMMIT, New Jersey, affiliated with CTR FINANCIAL GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
CTR FINANCIAL GROUP LLC
CTR FINANCIAL GROUP LLC
AUM
$76M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CTR FINANCIAL GROUP LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3254620
Firm CRD# 128764
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Stephen Crane offer?
William Stephen Crane specializes in Investment Management, Fee-Only Advisory. Contact their office in SUMMIT, New Jersey for a consultation.
What are William Stephen Crane's credentials?
William Stephen Crane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Stephen Crane located?
William Stephen Crane is based in SUMMIT, New Jersey, working with CTR FINANCIAL GROUP LLC. Their office serves clients in the SUMMIT metropolitan area and surrounding communities.
How does William Stephen Crane charge for services?
William Stephen Crane's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CTR FINANCIAL GROUP LLC?
CTR FINANCIAL GROUP LLC has approximately 4 employees and manages $76M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CTR FINANCIAL GROUP LLC

James Robert Tonelli
SUMMIT, NJ
Michael Evan Rosenberg
SUMMIT, NJ

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Research
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