Charles Allen Crowley
Investment adviser representative at Bip Wealth, LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$5.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Bip Wealth, LLCJan 2023 to now
- Veracity Capital LLCAug 2021 to Jan 2023
- Mercer Global Advisors Inc.Jan 2021 to Aug 2021
- Commonwealth Financial NetworkAug 2010 to Aug 2018
- Atlanta Financial AssociatesJul 2010 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (AL, GA).
Bip Wealth, LLC
$5.3BAssets managed
3,146Clients
63Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5564949
- Firm CRD
- 143208