RF
Robert S. Fearon
CROWN ADVISORS MANAGEMENT
GREENBRAE, CA 94904
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CRD#: 1642426
RF
Professional summary
Robert Scott Fearon is a registered financial advisor currently at CROWN ADVISORS MANAGEMENT, INC. located in Greenbrae, California.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Robert has worked at 1 firm and has passed the Series 63 and Series 2 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Scott Fearon'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®
NoneExperience
Current
July 25, 1990 - Present
CROWN ADVISORS MANAGEMENT, INC.
Office #1: 100 Drake's Landing Road Suite 125, Greenbrae, CA 94904Office #2: 1901 North Akard Street, Dallas, TX 75201RIA
CRD#: 109720
GREENBRAE, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CROWN ADVISORS MANAGEMENT, INC.
CROWN ADVISORS MANAGEMENT, INC. | CROWN CAPITAL MANAGEMENT, INC. | CROWN CAPITAL MANAGEMENT
CRD#: 109720 / SEC#: 801-89172
RIA
Registered Investment Advisory firm - (4/20/2015 Approved)California
Registered Investment Advisory firm - (5/24/2015 Terminated)Louisiana
Registered Investment Advisory firm - (3/24/2023 Terminated)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
California(7/25/1990)
IAR
Texas(5/27/2015)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 2
Date: 3/2/1987
Non-Member General Securities ExaminationCurrent Firm
CA
CROWN ADVISORS MANAGEMENT, INC.
CROWN ADVISORS MANAGEMENT, INC. | CROWN CAPITAL MANAGEMENT, INC. | CROWN CAPITAL MANAGEMENT
CRD#: 109720 / SEC#: 801-89172
RIA
Registered Investment Advisory firm - (4/20/2015 Approved)California
Registered Investment Advisory firm - (5/24/2015 Terminated)Louisiana
Registered Investment Advisory firm - (3/24/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
17 E Sir Francis Drake Blvd Suite #201, Larkspur, CA 94939
Mailing Address
Phone number
(415) 925-9950
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 213,304,897 |
Red Flags
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Company Information
CROWN ADVISORS MANAGEMENT, INC.
CRD#: 109720Greenbrae, CA 94904TRUST BUT VERIFY
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