Cathleen Elizabeth Crews
Professional Summary
Cathleen Elizabeth Crews, who also goes by Cathleen Crews, is a registered financial advisor currently at ORCHID ADVISORY located in Dallas, Texas. Cathleen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Cathleen has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Cathleen Crews
Similar Advisors
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
Disclosures on record.
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.
Similar Advisors
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
Years of Experience
12 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
Current Firm
ORCHID ADVISORY | ORCHID ADVISORY, LLC
Contact Information
Main Address
4801 W Lovers Ln, Dallas, TX 75209Mailing Address
Po Box 190454, Dallas, TX 75219Phone Number
(704) 763-2776# of Employees
4SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
84AUM (Assets Under Management)
$295,658,752Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/22/2026 | Cover Page | Report |
| 01/28/2026 | Cover Page | Report |
| 04/17/2025 | Cover Page | Report |
Similar Advisors
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
Primary Firm SEC Registration
ORCHID ADVISORY | ORCHID ADVISORY, LLC
State Registrations and Notice Filings
(9/19/2023)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
CRS (Client Relationship Summary) - RIA
Click below to view Cathleen Elizabeth Crews's CRS (Customer Relationship Summary).
Similar Advisors
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC