Daniel Sexton has been CCO (Since 2011), Trustee of Daniel and Kristina Sexton Family Living Trust of 2016 DTD 06/29/2016 (Since 2016) of R. S. Crum since July 2011, is a control person of the firm and directly owns between 10% and 25% of it. Daniel Sexton holds a Bachelor of Science in Business Administration from California State University, Long Beach.
R. S. Crum, Inc. is a Newport Beach, CA firm with $721M under management, 332 clients and 4 advisers in one office, as of its September 2026 filing.
Daniel Sexton is a co-owner of RS Crum and serves as the lead financial advisor for many of the firm's clients. He has been with RS Crum since 1996 and manages the firm's Trading and Account Administration team. He is also the firm's Compliance Officer.
- RS Crum Inc.Current– present · 15 yearsNewport Beach, CA · Adviser representative · Firm CRD 158621
Investment adviser representative registrations
Daniel Sexton is registered as an investment adviser representative in California, since September 2011.
- CaliforniaSince 2 September 2011
Examinations
No examinations are on Daniel Sexton’s record.
- Full name
- Daniel Eric Sexton
- CRD
- 5314524
- Firm
- R. S. Crum · CRD 158621
- Role
- CCO (Since 2011), Trustee of Daniel and Kristina Sexton Family Living Trust of 2016 DTD 06/29/2016 (Since 2016)
- Office
- 4 UPPER NEWPORT PLAZA DRIVE, SUITE 201, Newport Beach, CA 92660
- Registration
- Investment adviser registration
- In the industry since
- September 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rscrum.com
Where does Daniel Sexton work?
Daniel Sexton has been CCO (Since 2011), Trustee of Daniel and Kristina Sexton Family Living Trust of 2016 DTD 06/29/2016 (Since 2016) of R. S. Crum, Inc. since July 2011, and is a control person of the firm.
Is Daniel Sexton a financial advisor?
Yes. Daniel Sexton has a current investment-adviser registration in California, through R. S. Crum since September 2011.
How many years of experience does Daniel Sexton have?
Daniel Sexton has 15 years in the financial industry, since September 2011, across 1 adviser firm.
Where is Daniel Sexton based?
Daniel Sexton’s registered office is in Newport Beach, CA.
Is Daniel Sexton registered with FINRA?
No. Daniel Sexton has no current broker registration.
How can I verify Daniel Sexton’s record?
Search CRD 5314524 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Sexton’s full registration record.
Mark RylanceCEO, Trustee of the Rylance Family Trust DTD 9/29/2003
Jon TheriaultCFO, Trustee of the Theriault Family Living Trust DTD 10/05/2007- Holly RylanceTrustee of the Rylance Family Trust DTD 9/29/2003
- Kirsten TheriaultTrustee of the Theriault Family Trust DTD 10/05/2007
- Kristina SextonTrustee of Daniel and Kristina Sexton Family Living Trust of 2016 DTD 06/29/2016