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Kimberly Michele Crowley

PERMIT CAPITAL ADVISORS, LLC·WEST CONSHOHOCKEN, Pennsylvania
Series 3, Series 7, Series 63, Series 65Clean record25 years registeredPERMIT CAPITAL ADVISORS, LLC
100 FRONT STREET, WEST CONSHOHOCKEN, PA 19428CRD# 2490792Firm CRD# 157723

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kimberly Michele Crowley · WEST CONSHOHOCKEN, PA
Registration
CRD #2490792 · PERMIT CAPITAL ADVISORS, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

CERITY PARTNERS LLC
Jul 2022 – present
HERITAGE CAPITAL MANAGEMENT, LLC
Nov 2000 – Dec 2005
SEWELL, NJ
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 63
Series 65
Registration record
First registered · November 22, 2000
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PERMIT CAPITAL ADVISORS, LLC
CRD 157723 · SEC 801-72367
AUM
$1.6B
Regulatory assets under management
Employees
14
78 client accounts
Services offered by PERMIT CAPITAL ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at PERMIT CAPITAL ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Kimberly Michele Crowley offer?
Kimberly Michele Crowley specializes in Investment Management, Retirement Planning. Contact their office in WEST CONSHOHOCKEN, Pennsylvania for a consultation.
What are Kimberly Michele Crowley's credentials?
Kimberly Michele Crowley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Michele Crowley located?
Kimberly Michele Crowley is based in WEST CONSHOHOCKEN, Pennsylvania, working with PERMIT CAPITAL ADVISORS, LLC. Their office serves clients in the WEST CONSHOHOCKEN metropolitan area and surrounding communities.
How does Kimberly Michele Crowley charge for services?
Kimberly Michele Crowley's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PERMIT CAPITAL ADVISORS, LLC?
PERMIT CAPITAL ADVISORS, LLC has approximately 14 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PERMIT CAPITAL ADVISORS, LLC

Adam Brett Landau
WEST CONSHOHOCKEN, PA
Matthew Hall Taylor
WEST CONSHOHOCKEN, PA
Mimi Keller Drake
WEST CONSHOHOCKEN, PA

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Nearby cities in Pennsylvania
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