CRESCENT CAPITAL CONSULTING, LLC

NEW ORLEANS, Louisiana·5 registered advisors·CRD# 154925

SEC# 801-717950504-207-8555

01

Firm Overview

AUM

$1.2B

Regulatory assets under management

Employees

18

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at CRESCENT CAPITAL CONSULTING, LLC

5 registered advisors

Andrew Bell Wisdom

NEW ORLEANS, Louisiana

Bryan W Fitzpatrick

NEW ORLEANS, Louisiana

Luis Charles Zervigon

NEW ORLEANS, Louisiana

Sheridan Barnes Grace

NEW ORLEANS, Louisiana

Stephen Derby Gisclair

NEW ORLEANS, Louisiana

05

Office Locations

NEW ORLEANS, Louisiana

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Data sourced from SEC Form ADV filings. CRESCENT CAPITAL CONSULTING, LLC (CRD# 154925) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.