CRESAP, INC. of RADNOR, PA is an SEC-registered investment adviser (CRD 25899). Regulatory assets under management: $339.0M.
Compensation: % of AUM, Other.
Clients served: High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Mark Winfield Iii Cresap | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| CRESAP MARK WINFIELD III | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2021-09-07 | regulatory | COMMONWEALTH OF PENNSYLVANIA ISSUED A CONSENT AGREEMENT AND ORDER INDICATING THAT CRESAP, INC. THROUGH AN ADMINISTRATIVE ERROR, DID NOT REGISTER THREE EMPLOYEES AS INVESTMENT ADVISOR REPRESENTATIVES IN PENNSYLVANIA. | Final | $60K |
| City | State | Employees | Phone |
|---|---|---|---|
| CLARKS SUMMIT | PA | 1 | 5705866320 |