CP
Craig S. Pollen
POLLEN & SECOULER, LLP
Elkins Park, PA
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CRD#: 6486495
CP
Professional summary
Craig Steven Pollen is a registered financial advisor currently at POLLEN & SECOULER, LLP located in Elkins Park, Pennsylvania.
Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Craig has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRAIG STEVEN POLLEN IS AN CPA WITH MCCARTHY & COMPANY PC.
CRS (Client Relationship Summary) - RIA
Click below to view Craig Steven Pollen'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®
NoneExperience
Current
June 5, 2015 - Present
POLLEN & SECOULER, LLP
RIA
CRD#: 197520
Elkins Park, PA
Past
June 5, 2015 - December 31, 2016
POLLEN & SECOULER, LLP
RIA
CRD#: 197520
ELKINS PARK, PA
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(6/5/2015)
Exams
Current Firm
P&
POLLEN & SECOULER, LLP
POLLEN & SECOULER LLP | POLLEN & SECOULER, LLP
CRD#: 197520 / SEC#:
Pennsylvania
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Contact information
Main Address
Elkins Park, PA
Mailing Address
Phone number
(215) 439-4023
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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