Simon F. Crew

CERTIOR FINANCIAL GROUP

WEST CHESTER, PA

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CRD#: 7369873

Professional summary

Simon F Crew is a registered financial advisor currently at CERTIOR FINANCIAL GROUP, LLC located in West Chester, Pennsylvania.

Simon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Simon has worked at 5 firms and has passed the Series 66, Series 7TO, Series 6TO and SIE exams.

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.

Core De Roma 327 East Gay Street, West Chester PA 19380, Non-Investment-related, nature of OBA: Employee, position/title/relationship with OBA: Waiter, start date: 02/19/2019, 20 hours/month, Yearly Compensation: $6000 , duties relating to the OBA: manage the front of the restaurant and wait on tables.;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Simon F Crew's CRS (Customer Relationship Summary).

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

August 5, 2025 - Present

CERTIOR FINANCIAL GROUP, LLC

RIA

CRD#: 285502

WEST CHESTER, PA

Past

August 20, 2024 - August 22, 2025

CREATIVE CAPITAL WEALTH MANAGEMENT GROUP

RIA

CRD#: 304376

CHESTER SPRINGS, PA

Past

July 22, 2024 - July 29, 2025

ARKADIOS WEALTH ADVISORS

RIA

CRD#: 288863

CHESTER SPRINGS, PA

Past

July 22, 2024 - July 29, 2025

ARKADIOS CAPITAL

CRD#: 282710

CHESTER SPRINGS, PA

Past

March 29, 2023 - July 17, 2024

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

BALA CYNWYD, PA

Past

November 14, 2022 - July 17, 2024

EQUITABLE ADVISORS, LLC

CRD#: 6627

BALA CYNWYD, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CERTIOR FINANCIAL GROUP, LLC

CRD#: 285502 / SEC#: 801-108506

RIA

Registered Investment Advisory firm - (10/17/2016 Approved)

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
(8/5/2025)

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 66

Date: 3/24/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/3/2023

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 11/14/2022

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 11/10/2021

Securities Industry Essentials Examination

Current Firm

CERTIOR FINANCIAL GROUP, LLC

CRD#: 285502 / SEC#: 801-108506

RIA

Registered Investment Advisory firm - (10/17/2016 Approved)

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Contact information

Main Address

20104 Valley Forge Circle, King Of Prussia, PA 19406

Mailing Address

Phone number

(610) 783-7010

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CERTIOR FINANCIAL GROUP FORM ADV PART 2A (7/14/2025)

Regulatory assets under management

Total Number of Accounts	1,715
AUM (Assets Under Management)	$ 387,975,052

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/20/2023	Cover Page	Report
04/17/2023	Cover Page	Report

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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Simon F. Crew

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Simon F Crew's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVE CAPITAL WEALTH MANAGEMENT GROUP

ARKADIOS WEALTH ADVISORS

ARKADIOS CAPITAL

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

CERTIOR FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/24/2023

Series 7TO

Date: 3/3/2023

Series 6TO

Date: 11/14/2022

SIE

Date: 11/10/2021

Current Firm

CERTIOR FINANCIAL GROUP, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CERTIOR FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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