Gordon S. Shearer

CRA FINANCIAL SERVICES, L.L.C.

Northfield, NJ 08225

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CRD#: 4229826

Professional summary

Gordon Schurch Shearer JR, CFP®, who also goes by Gordon None Shearer Jr, Gordon S Shearer Jr, Gordon S Shearer, is a registered financial advisor currently at CRA FINANCIAL SERVICES, L.L.C. located in Northfield, New Jersey.

Gordon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Gordon has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gordon None Shearer Jr | Gordon S Shearer Jr | Gordon S Shearer

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.

CAPALDI, REYNOLDS & PELOSI, P.A. / NOT INVESTMENT RELATED / 332 TILTON ROAD, NORTHFIELD NJ 08225 / CONTRACT TAX PREP DURING TAX SEASON / APPROX 20 HOURS/MONTH DURING THREE MONTH TAX SEASON, NOT DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gordon Schurch Shearer JR'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: 2010

Experience

Current

September 18, 2017 - Present

CRA FINANCIAL SERVICES, L.L.C.

Office #1: 332 Tilton Road, Northfield, NJ 08225

RIA

CRD#: 124004

Northfield, NJ

Past

October 2, 2017 - December 6, 2017

COMPREHENSIVE ADVISORS, LLC

RIA

CRD#: 289316

LANSDALE, PA

Past

December 18, 2012 - August 31, 2017

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

LANSDALE, PA

Past

December 18, 2012 - August 31, 2017

NATIONAL PLANNING CORPORATION

CRD#: 29604

LANSDALE, PA

Past

December 4, 2012 - September 8, 2017

INTEGRITY INVESTMENT ADVISORS, LLC

RIA

CRD#: 140838

LANSDALE, PA

Past

September 12, 2011 - December 14, 2012

LPL FINANCIAL LLC

RIA

CRD#: 6413

LANSDALE, PA

Past

September 6, 2011 - December 14, 2012

LPL FINANCIAL LLC

CRD#: 6413

LANSDALE, PA

Past

July 1, 2011 - July 29, 2011

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

MONTGOMERYVILLE, PA

Past

July 1, 2011 - July 29, 2011

PARK AVENUE SECURITIES LLC

CRD#: 46173

MONTGOMERYVILLE, PA

Past

April 22, 2008 - February 14, 2011

PRESTIGE WEALTH MANAGEMENT GROUP, LLC

RIA

CRD#: 127381

FLEMINGTON, NJ

Past

February 26, 2008 - September 20, 2010

LPL FINANCIAL LLC

RIA

CRD#: 6413

FLEMINGTON, NJ

Past

January 25, 2008 - September 20, 2010

LPL FINANCIAL LLC

CRD#: 6413

FLEMINGTON, NJ

Past

July 13, 2005 - January 24, 2008

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Past

August 31, 2000 - March 2, 2001

ANDREW GARRETT INC.

CRD#: 29931

NEW YORK, NY

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".

CRA FINANCIAL SERVICES, L.L.C.

CRA FINANCIAL SERVICES, L.L.C. | CRA FINANCIAL SERVICES, LLC.

CRD#: 124004 / SEC#: 801-62232

RIA

Registered Investment Advisory firm - (8/18/2003 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

New Jersey
(9/18/2017)

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: 2/19/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/20/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/18/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/12/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CRA FINANCIAL SERVICES, L.L.C.

CRA FINANCIAL SERVICES, L.L.C. | CRA FINANCIAL SERVICES, LLC.

CRD#: 124004 / SEC#: 801-62232

RIA

Registered Investment Advisory firm - (8/18/2003 Approved)

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Contact information

Main Address

332 Tilton Road, Northfield, NJ 08225

Mailing Address

Phone number

(609) 380-3500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CRA FINANCIAL SERVICES, L.L.C. DISCLOSURE BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	1,366
AUM (Assets Under Management)	$ 1,451,447,613

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/26/2025	Cover Page	Report
10/25/2024	Cover Page	Report
10/27/2023	Cover Page	Report
04/25/2023	Cover Page	Report

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

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Gordon S. Shearer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gordon Schurch Shearer JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMPREHENSIVE ADVISORS, LLC

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

INTEGRITY INVESTMENT ADVISORS, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

PRESTIGE WEALTH MANAGEMENT GROUP, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

VANGUARD MARKETING CORPORATION

ANDREW GARRETT INC.

Primary Firm SEC Registration

CRA FINANCIAL SERVICES, L.L.C.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/19/2008

Series 63

Date: 7/20/2005

SIE

Date: 8/31/2017

Series 7

Date: 12/18/2007

Series 6

Date: 7/12/2005

Current Firm

CRA FINANCIAL SERVICES, L.L.C.

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CRA FINANCIAL SERVICES, L.L.C.

TRUST BUT VERIFY

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