Brook Scardina
Investment adviser representative at Crescent Advisor Group, Inc.
7 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
7 years in the industry.
- Crescent Advisor Group, Inc.Feb 2024 to now
- White Oak Capital Holdings, LLCJan 2021 to now
- ST. John & Associates, Inc.Apr 2021 to Feb 2022
- Crescent Wealth Advisory, LLCApr 2020 to Apr 2021
- Self Employed-consultantAug 2019 to Mar 2020
- Georgia Tech FoundationOct 2018 to Jul 2019
- Unc Management CompanyMar 2015 to Oct 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7255272
- Firm CRD
- 115974