Unclaimed Profile

Joseph Ross Crea

ENZA FINANCIAL, LLC·INDEPENDENCE, Ohio

SIE, Series 6, Series 63ChFCClean record24 years registeredENZA FINANCIAL, LLC

6450 ROCKSIDE WOODS BLVD S, INDEPENDENCE, OH 44131CRD# 2110561Firm CRD# 315827

Profile Verification

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

Identity

Joseph Ross Crea · INDEPENDENCE, OH

Registration

CRD #2110561 · ENZA FINANCIAL, LLC · 24 years registered

Brand Profile

Not yet started

Career History

ENZA FINANCIAL, LLC

Nov 2021 – present

M HOLDINGS SECURITIES, INC.

Apr 2002 – Dec 2022

INDEPENDENCE, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Registration record

First registered · April 26, 2002

Years registered · 24

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ENZA FINANCIAL, LLC

CRD 315827 · SEC 801-125885

AUM

$130M

Regulatory assets under management

Employees

234 client accounts

Services offered by ENZA FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ENZA FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Ross Crea offer?

Joseph Ross Crea specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDEPENDENCE, Ohio for a consultation.

What are Joseph Ross Crea's credentials?

Joseph Ross Crea holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joseph Ross Crea located?

Joseph Ross Crea is based in INDEPENDENCE, Ohio, working with ENZA FINANCIAL, LLC. Their office serves clients in the INDEPENDENCE metropolitan area and surrounding communities.

How does Joseph Ross Crea charge for services?

Joseph Ross Crea's firm is compensated through percentage of aum, hourly charges, other: tiered fees for levels of financial planning services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ENZA FINANCIAL, LLC?

ENZA FINANCIAL, LLC has approximately 6 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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