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AC

Andrea M. Crowell

KEARNEY-BURCH FINANCIAL SERVICES
Bolton, MA
Some features on this profile are disabled
CRD#: 5045099
AC

Professional summary

Andrea Marie Crowell, who also goes by Andrea Marie Young, is a registered financial advisor currently at KEARNEY-BURCH FINANCIAL SERVICES, INC. located in Bolton, Massachusetts.

Andrea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Andrea has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Andrea Marie Young

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 Andrea Marie Crowell'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®
None

Experience

Current

June 14, 2019 - Present

KEARNEY-BURCH FINANCIAL SERVICES, INC.

RIA
CRD#: 304040
Bolton, MA
Past

November 6, 2017 - July 18, 2019

KEARNEY-BURCH FINANCIAL SERVICES, INC.

RIA
CRD#: 135156
San Ramon, CA

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
(6/14/2019)
IAR
Massachusetts
(12/13/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/4/2017
Uniform Investment Adviser Law Examination

Current Firm

KF
KEARNEY-BURCH FINANCIAL SERVICES, INC.
KEARNEY-BURCH FINANCIAL SERVICES, INC.

CRD#: 304040 / SEC#:

California
Registered Investment Advisory firm - (6/14/2019 Approved)
Massachusetts
Registered Investment Advisory firm - (12/13/2024 Approved)
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Contact information

Main Address
Bolton, MA
Mailing Address
P.o. Box 125, Bolton, MA 01740
Phone number
(925) 275-4940
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts64
AUM (Assets Under Management)$ 73,937,163

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.

Company Information

KEARNEY-BURCH FINANCIAL SERVICES, INC.

CRD#: 304040Bolton, MA

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