David A. Croney

ADVANCED FINANCIAL ANALYSIS

Fleming Island, FL

Some features on this profile are disabled

CRD#: 1281734

Professional summary

David Alden Croney, who also goes by Dave Croney, is a registered financial advisor currently at ADVANCED FINANCIAL ANALYSIS, LLC located in Fleming Island, Florida.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. David has worked at 11 firms and has passed the Series 65, Series 63, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dave Croney

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.

1) PREPARE TAXES UNDER THE NAME OF TAX TAXI, FLEMING ISLAND FL 2009 - PRESENT & APPROX 20-25 HR/YR. 2) DAVID CRONEY; INVESTMENT RELATED; GREEN COVE SPRINGS, FL; INSURANCE PRODUCTS SALES AND SERVICES; INDEPENDENT INSURANCE AGENT; NOVEMBER 2013; APPROXIMATELY 10% OF TIME ALLOCATED TO THIS PRACTICE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Alden Croney's CRS (Customer Relationship Summary).

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

Current

November 15, 2012 - Present

ADVANCED FINANCIAL ANALYSIS, LLC

RIA

CRD#: 165505

Fleming Island, FL

Past

November 15, 2012 - December 31, 2013

ADVANCED FINANCIAL ANALYSIS, LLC

RIA

CRD#: 165505

FLEMING ISLAND, FL

Past

August 12, 2011 - October 1, 2012

GLOBAL INVESTMENT ADVISORS, LLC

RIA

CRD#: 121442

FLEMING ISLAND, FL

Past

July 24, 2009 - August 2, 2011

KEY FINANCIAL GROUP OF JACKSONVILLE, INC.

RIA

CRD#: 142356

JACKSONVILLE, FL

Past

October 23, 2007 - January 12, 2009

CAMARDA WEALTH ADVISORY GROUP

RIA

CRD#: 113784

ORANGE PARK, FL

Past

November 23, 2004 - September 4, 2007

L.M. KOHN & COMPANY

CRD#: 27913

CINCINNATI, OH

Past

May 19, 1992 - November 5, 2004

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

November 2, 1990 - May 19, 1992

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

CRD#: 5774

Past

May 13, 1988 - November 9, 1990

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

May 13, 1988 - November 9, 1990

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Past

August 27, 1987 - May 24, 1988

INVEST FINANCIAL CORPORATION

CRD#: 12984

Past

December 24, 1986 - November 9, 1990

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

August 20, 1984 - December 24, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

CRD#: 6320

Past

August 20, 1984 - September 9, 1987

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(11/15/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/6/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/6/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/15/1986

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 2/1/1985

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 8/17/1984

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ADVANCED FINANCIAL ANALYSIS, LLC

CRD#: 165505 / SEC#:

Florida

Registered Investment Advisory firm - (11/15/2012 Approved)

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

Fleming Island, FL

Mailing Address

Phone number

(410) 279-3250

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	14
AUM (Assets Under Management)	$ 4,947,085

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

David A. Croney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Alden Croney's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVANCED FINANCIAL ANALYSIS, LLC

GLOBAL INVESTMENT ADVISORS, LLC

KEY FINANCIAL GROUP OF JACKSONVILLE, INC.

CAMARDA WEALTH ADVISORY GROUP

L.M. KOHN & COMPANY

SUNAMERICA SECURITIES, INC.

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

INVEST FINANCIAL CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

AMERICAN EXPRESS FINANCIAL CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/6/2007

Series 63

Date: 11/6/1998

Series 7

Date: 3/15/1986

Series 22

Date: 2/1/1985

Series 6

Date: 8/17/1984

Current Firm

ADVANCED FINANCIAL ANALYSIS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ADVANCED FINANCIAL ANALYSIS, LLC

TRUST BUT VERIFY

Similar Advisors