Alan E. Cheskey
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.
Alan Edward Cheskey was a registered financial professional .
Alan is a previously registered financial professional and started their career in finance in 1985. Alan had worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 10, 2015 - August 11, 2022
CRESCENT GROVE ADVISORS
July 30, 1998 - August 28, 2012
GOLDMAN SACHS WEALTH SERVICES, L.P.
December 9, 1994 - August 28, 2012
MERCER ALLIED COMPANY, L.P.
May 1, 1985 - December 9, 1994
MERCER ALLIED CORPORATION
Primary Firm SEC Registration
CRESCENT GROVE ADVISORS
CRD#: 170912 / SEC#: 801-79577
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
CRESCENT GROVE ADVISORS
CRD#: 170912 / SEC#: 801-79577
Contact information
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 381 |
| AUM (Assets Under Management) | $ 4,996,271,684 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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