AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
BO

Bruce E. Olens

Some features on this profile are disabled
CRD#: 1046764
BO

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bruce Edward Olens was a registered financial professional .

Bruce is a previously registered financial professional and started their career in finance in 1982. Bruce had worked at 6 firms and has passed the Series 63, Series 7, Series 24, Series 27 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 4, 1989 - August 10, 1989

CROWN FINANCIAL GROUP, INC.

BD
CRD#: 540
JERSEY CITY, NJ
Past

February 12, 1988 - April 11, 1989

MONMOUTH INVESTMENTS, INC.

BD
CRD#: 14047
Past

February 5, 1987 - February 18, 1988

J. T. MORAN & CO., INC.

BD
CRD#: 15655
Past

July 16, 1986 - February 9, 1987

HOMESTEAD SECURITIES, INC.

BD
CRD#: 15162
Past

August 30, 1985 - July 30, 1986

HICKEY, KOBER, INCORPORATED

BD
CRD#: 10290
Past

May 24, 1982 - July 15, 1985

KOBRIN SECURITIES, INC.

BD
CRD#: 10204

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/10/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


CF
CROWN FINANCIAL GROUP, INC.
CROWN FINANCIAL GROUP, INC. | M. H. MEYERSON & CO., INC.

CRD#: 540 / SEC#: , 8-8381

BD
Terminated by SEC on 11/29/2005
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
New Jersey since 04/13/1960
Firm type
Corporation
Fiscal year end
January
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CROWN FINANCIAL HOLDINGS, INC. (PUBLICLY REPORTING ENTITY UNDER SECTION 12 OF THE '34 ACT.)SHAREHOLDER
HOOBLER, JEFFREY MICHAELINTERIM PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER1406028
LEIGHTON, JOHN PATRICKCHAIRMAN/CEO/PRESIDENT/DIRECTOR724359
THORNTON, ROBERT SEAVEYSENIOR VICE PRESIDENT/CFO/TREASURER/FINOP1188684

Disclosures


Regulatory Event31
Civil Event1
Arbitration4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CROWN FINANCIAL GROUP, INC.

CRD#: 540

TRUST BUT VERIFY

Monitor Bruce Olens

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics