Christopher M. Crooks

TOWER BRIDGE ADVISORS

West Conshohocken, PA 19428-2075

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CRD#: 4052294

Professional summary

Christopher Murray Crooks, CFP®, who also goes by Christopher M Crooks, is a registered financial advisor currently at TOWER BRIDGE ADVISORS located in West Conshohocken, Pennsylvania.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Christopher has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christopher M Crooks

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Murray Crooks's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

June 26, 2020 - Present

TOWER BRIDGE ADVISORS

Office #1: 300 Barr Harbor Drive Suite 705, West Conshohocken, PA 19428-2075

RIA

CRD#: 115700

West Conshohocken, PA

Past

February 28, 2020 - May 29, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

YARDLEY, PA

Past

January 31, 2020 - May 29, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

YARDLEY, PA

Past

May 29, 2003 - September 5, 2003

SUSQUEHANNA FINANCIAL GROUP, LLLP

CRD#: 35865

BALA CYNWYD, PA

Past

July 31, 2001 - April 23, 2003

TD WEALTH MANAGEMENT SERVICES INC.

CRD#: 6940

PHILADELPHIA, PA

Past

December 22, 1999 - August 17, 2001

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

PHILADELPHIA, PA

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".

TOWER BRIDGE ADVISORS

TOWER BRIDGE ADVISORS | TOWER BRIDGE ADVISORS, INC.

CRD#: 115700 / SEC#: 801-60640

RIA

Registered Investment Advisory firm - (10/5/2001 Approved)

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

Pennsylvania
(6/26/2020)

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 66

Date: 2/27/2020

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/4/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/31/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/22/2019

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/21/1999

General Securities Representative Examination

Current Firm

TOWER BRIDGE ADVISORS

TOWER BRIDGE ADVISORS | TOWER BRIDGE ADVISORS, INC.

CRD#: 115700 / SEC#: 801-60640

RIA

Registered Investment Advisory firm - (10/5/2001 Approved)

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Contact information

Main Address

300 Barr Harbor Drive Suite 705, West Conshohocken, PA 19428-2075

Mailing Address

Phone number

(610) 260-2200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TOWER BRIDGE ADVISORS PART 2A (5/13/2025)

Regulatory assets under management

Total Number of Accounts	794
AUM (Assets Under Management)	$ 1,317,334,651

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.

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Advisor Monitoring

Firm Stability Insights

Christopher M. Crooks

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Murray Crooks's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SUSQUEHANNA FINANCIAL GROUP, LLLP

TD WEALTH MANAGEMENT SERVICES INC.

JANNEY MONTGOMERY SCOTT LLC

Primary Firm SEC Registration

TOWER BRIDGE ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 2/27/2020

Series 63

Date: 1/4/2000

Series 7TO

Date: 1/31/2020

SIE

Date: 11/22/2019

Series 7

Date: 12/21/1999

Current Firm

TOWER BRIDGE ADVISORS

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TOWER BRIDGE ADVISORS

TRUST BUT VERIFY

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