Charles Louis Lanza
Investment adviser representative at Crescent Advisor Group, Inc.
15 yearsExperience
1 stateRegistered in
$344.4MFirm assets
3 yearsFirm in business
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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
- Pension consulting
Experience
15 years in the industry.
- Crescent Advisor Group, Inc.Jul 2023 to now
- Realta Equities, Inc.Jun 2023 to now
- Titan SecuritiesJul 2011 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Crescent Advisor Group, Inc.
$344.4MAssets managed
228Clients
17Advisers
3 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
- 5864178
- Firm CRD
- 115974