Brendan Michael Crews
Investment adviser representative at Daviman Financial, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$233.9MFirm 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 assetsHourlyFixed 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.
- Daviman Financial, LLCJan 2017 to now
- Eagle Strategies LLCAug 2016 to Dec 2016
- Nylife Securities LLCNov 2011 to Dec 2016
- New York Life Insurance Co.Jul 2011 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (IN).
Daviman Financial, LLC
$233.9MAssets managed
256Clients
4Advisers
2 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
- 5960522
- Firm CRD
- 285030