David A. Croney
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.
David Alden Croney, who also goes by Dave Croney, was a registered financial professional .
David is a previously registered financial professional and started their career in finance in 1984. David had worked at 11 firms and has passed the Series 65, Series 63, Series 7, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 15, 2012 - December 31, 2025
ADVANCED FINANCIAL ANALYSIS, LLC
August 12, 2011 - October 1, 2012
GLOBAL INVESTMENT ADVISORS, LLC
July 24, 2009 - August 2, 2011
KEY FINANCIAL GROUP OF JACKSONVILLE, INC.
October 23, 2007 - January 12, 2009
CAMARDA WEALTH ADVISORY GROUP
November 23, 2004 - September 4, 2007
L.M. KOHN & COMPANY
May 19, 1992 - November 5, 2004
SUNAMERICA SECURITIES, INC.
November 2, 1990 - May 19, 1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
May 13, 1988 - November 9, 1990
IDS LIFE INSURANCE COMPANY
May 13, 1988 - November 9, 1990
AMERIPRISE FINANCIAL SERVICES, LLC
August 27, 1987 - May 24, 1988
INVEST FINANCIAL CORPORATION
December 24, 1986 - November 9, 1990
AMERIPRISE FINANCIAL SERVICES, LLC
August 20, 1984 - December 24, 1986
AMERICAN EXPRESS FINANCIAL CORPORATION
August 20, 1984 - September 9, 1987
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ADVANCED FINANCIAL ANALYSIS, LLC
CRD#: 165505 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 18 |
| AUM (Assets Under Management) | $ 5,324,373 |
Red Flags
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