CS
Cameron Smart
CRESCENT SECURITIES GROUP
Irvine, CA 92612
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CRD#: 6844056
CS
Professional summary
Cameron Smart is a registered financial professional currently at CRESCENT SECURITIES GROUP, INC. located in Irvine, California.
Cameron is registered as a RR (Registered Representative) and started their career in finance in 2017. Cameron has worked at 3 firms and has passed the Series 63, Series 82TO, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Cameron Smart'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
April 1, 2026 - Present
CRESCENT SECURITIES GROUP, INC.
Office #1: 18575 Jamboree Rd. Ste. 830, Irvine, CA 92612BD
CRD#: 114993
Irvine, CA
Past
March 10, 2026 - April 2, 2026
DALMORE GROUP LLC
BD
CRD#: 136352
Irvine, CA
Past
March 20, 2023 - June 20, 2024
DALMORE GROUP LLC
BD
CRD#: 136352
Denver, CO
Past
September 5, 2017 - September 25, 2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
COLORADO SPGS, CO
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/1/2026)
RR
Alaska(4/1/2026)
RR
Arizona(4/1/2026)
RR
Arkansas(4/1/2026)
RR
California(4/1/2026)
RR
Colorado(4/1/2026)
RR
Connecticut(4/1/2026)
RR
Delaware(4/1/2026)
RR
District of Columbia(4/1/2026)
RR
Florida(4/1/2026)
RR
Georgia(4/1/2026)
RR
Hawaii(4/1/2026)
RR
Idaho(4/1/2026)
RR
Illinois(4/1/2026)
RR
Indiana(4/1/2026)
RR
Iowa(4/1/2026)
RR
Kansas(4/1/2026)
RR
Kentucky(4/1/2026)
RR
Louisiana(4/1/2026)
RR
Maine(4/1/2026)
RR
Maryland(4/1/2026)
RR
Massachusetts(4/1/2026)
RR
Michigan(4/1/2026)
RR
Minnesota(4/1/2026)
RR
Mississippi(4/1/2026)
RR
Missouri(4/1/2026)
RR
Montana(4/1/2026)
RR
Nebraska(4/1/2026)
RR
Nevada(4/1/2026)
RR
New Hampshire(4/1/2026)
RR
New Jersey(4/1/2026)
RR
New Mexico(4/1/2026)
RR
New York(4/1/2026)
RR
North Carolina(4/1/2026)
RR
North Dakota(4/1/2026)
RR
Ohio(4/1/2026)
RR
Oklahoma(4/1/2026)
RR
Oregon(4/1/2026)
RR
Pennsylvania(4/1/2026)
RR
Puerto Rico(4/1/2026)
RR
Rhode Island(4/1/2026)
RR
South Carolina(4/1/2026)
RR
South Dakota(4/1/2026)
RR
Tennessee(4/1/2026)
RR
Texas(4/6/2026)
RR
Utah(4/1/2026)
RR
Vermont(4/1/2026)
RR
Virginia(4/1/2026)
RR
Washington(4/1/2026)
RR
West Virginia(4/1/2026)
RR
Wisconsin(4/1/2026)
RR
Wyoming(4/1/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 82TO
Date: 3/20/2023
Limited Representative-Private Securities OfferingsGeneral Industry/Product Exam
RR
Series 7TO
Date: 3/20/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CS
CRESCENT SECURITIES GROUP, INC.
CRESCENT SECURITIES GROUP, INC.
CRD#: 114993 / SEC#: , 8-53457
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information
Main Address
4975 Preston Park Blvd. Suite 820, Plano, TX 75093
Mailing Address
4975 Preston Park Blvd. Suite 820, Plano, TX 75093
Phone number
(972) 490-0150
Established
Texas since 04/10/2001
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 2 |
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.
