Brian R. Crouch
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.
Brian Robert Crouch was a registered financial professional .
Brian is a previously registered financial professional and started their career in finance in 1996. Brian had worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 13, 2018 - February 1, 2023
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
May 15, 2009 - December 31, 2012
AMERICAN CENTURY BROKERAGE, INC.
June 12, 2008 - December 31, 2012
AMERICAN CENTURY ADVISORY SERVICES, INC.
July 3, 1996 - February 1, 2023
AMERICAN CENTURY INVESTMENT SERVICES INC.
Primary Firm SEC Registration
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
CRD#: 290043 / SEC#: 801-111963
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
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
CRD#: 290043 / SEC#: 801-111963
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,044 |
| AUM (Assets Under Management) | $ 1,987,005,678 |
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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