Michael J. Crew

FLAX POND CAPITAL

MERION STATION, PA

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CRD#: 4342203

Professional summary

Michael John Crew, who also goes by Michael J. Crew, Michael Crew, is a registered financial advisor currently at FLAX POND CAPITAL, LLC located in Merion Station, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Michael has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael J. Crew | Michael Crew

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.

Michael J. Crew, Investment Advisor; 205 Worcester Court, C3, Falmouth, MA 02540; 40 hours/week/12/months; Owner of self-employed business; Started in May of 1981.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael John Crew'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®

None

Experience

Current

March 7, 2023 - Present

FLAX POND CAPITAL, LLC

RIA

CRD#: 324332

MERION STATION, PA

Past

April 14, 1994 - May 1, 2023

MICHAEL J. CREW, INVESTMENT ADVISOR

RIA

CRD#: 104877

MASHPEE, MA

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".

FLAX POND CAPITAL, LLC

CRD#: 324332 / SEC#: 801-127211

RIA

Registered Investment Advisory firm - (2/6/2023 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

Massachusetts
(3/7/2023)

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

Current Firm

FLAX POND CAPITAL, LLC

CRD#: 324332 / SEC#: 801-127211

RIA

Registered Investment Advisory firm - (2/6/2023 Approved)

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Contact information

Main Address

Merion Station, PA

Mailing Address

197 Palmer Ave, Falmouth, MA 02540

Phone number

(508) 548-2218

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FLAX POND CAPITAL, LLC ADV BROCHURE (2/22/2025)

BROCHURE-FEB2025 (2/22/2025)

FLAX POND BROCHURE - AUGUST 2024 (2/22/2025)

FLAX POND BROCHURE - JANUARY2024 (2/22/2025)

Regulatory assets under management

Total Number of Accounts	129
AUM (Assets Under Management)	$ 172,761,089

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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Michael J. Crew

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael John Crew's CRS (Customer Relationship Summary).

Certified licenses

Experience

FLAX POND CAPITAL, LLC

MICHAEL J. CREW, INVESTMENT ADVISOR

Primary Firm SEC Registration

FLAX POND CAPITAL, LLC

State Registrations and Notice Filings

Exams

Current Firm

FLAX POND CAPITAL, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FLAX POND CAPITAL, LLC

TRUST BUT VERIFY

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