Bradley Edwin Phelan
Investment adviser representative at Crescent Advisor Group, Inc.
10 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
10 years in the industry.
- Crescent Advisor Group, Inc.Jul 2016 to now
- Self Employed--gj 627, Inc.Jul 2016 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
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
- 6680951
- Firm CRD
- 115974