Jeremiah A. Sanchez

CRESCENDO WEALTH GROUP LLC

SAN ANTONIO, TX 78242

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CRD#: 6894036

Professional summary

Jeremiah Anthony Sanchez, who also goes by Jeremiah Anthony, Jeremiah A Sanchez, is a registered financial advisor currently at CRESCENDO WEALTH GROUP LLC located in San Antonio, Texas.

Jeremiah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jeremiah has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeremiah Anthony | Jeremiah A Sanchez

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.

Jeremiah Anthony Sanchez owns Crescendo Private Wealth Advisory, LLC. This entity currently does not have any business and therefore, there are no conflicts of interest. --independent licensed insurance agent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremiah Anthony Sanchez'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

October 17, 2024 - Present

CRESCENDO WEALTH GROUP LLC

Office #1: 6818 Grand Valley Drive, San Antonio, TX 78242

RIA

CRD#: 333264

SAN ANTONIO, TX

Past

August 26, 2024 - August 28, 2024

EVERSPIRE

RIA

CRD#: 222515

San Antonio, TX

Past

August 26, 2024 - August 28, 2024

E6 PORTFOLIOS

RIA

CRD#: 326617

San Antonio, TX

Past

January 8, 2024 - May 22, 2024

ONEDIGITAL

RIA

CRD#: 106766

SAN ANTONIO, TX

Past

March 10, 2022 - August 30, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SAN ANTONIO, TX

Past

March 10, 2022 - August 30, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SAN ANTONIO, TX

Past

April 9, 2021 - January 31, 2022

VICTORY CAPITAL SERVICES, INC.

CRD#: 37059

San Antonio, TX

Past

September 20, 2019 - May 4, 2020

TRIAD ADVISORS LLC

CRD#: 25803

ATLANTA, GA

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

Louisiana
(10/23/2024)

IAR

Texas
(10/17/2024)

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

State Security Law Exam

IAR

Series 65

Date: 3/3/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/27/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/18/2022

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 9/20/2019

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 9/13/2019

Securities Industry Essentials Examination

Current Firm

CRESCENDO WEALTH GROUP LLC

CRESCENDO RETIREMENT PLAN ADVISORS LLC | CRESCENDO WEALTH GROUP LLC

CRD#: 333264 / SEC#:

Louisiana

Registered Investment Advisory firm - (10/23/2024 Approved)

Texas

Registered Investment Advisory firm - (10/17/2024 Approved)

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Contact information

Main Address

San Antonio, TX

Mailing Address

Phone number

(210) 845-6780

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	11
AUM (Assets Under Management)	$ 3,270,000

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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Advisor Monitoring

Firm Stability Insights

Jeremiah A. Sanchez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremiah Anthony Sanchez's CRS (Customer Relationship Summary).

Certified licenses

Experience

EVERSPIRE

E6 PORTFOLIOS

ONEDIGITAL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

VICTORY CAPITAL SERVICES, INC.

TRIAD ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/3/2021

Series 63

Date: 12/27/2019

Series 7TO

Date: 3/18/2022

Series 6TO

Date: 9/20/2019

SIE

Date: 9/13/2019

Current Firm

CRESCENDO WEALTH GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CRESCENDO WEALTH GROUP LLC

TRUST BUT VERIFY

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