CRESCENT CAPITAL CONSULTING, LLC

NEW ORLEANS, Louisiana·4 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

4

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

4 registered advisors

Andrew Bell Wisdom

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.