Simon Crew has been an investment adviser representative at Certior Financial Group since August 2025, and is not listed among the firm’s executive officers or direct owners.
Certior Financial Group, LLC is a King of Prussia, PA firm with $452M under management, 478 clients and 7 advisers across 3 offices, as of its March 2026 filing.
Simon Crew is Associate Financial Adviser at Certior Financial Group. His responsibilities include fostering client relationships, supporting lead advisers and helping to implement strategies unique to each household's goals. His career in financial services began at Equitable, where he worked with educators and their families on retirement planning, and he then moved to Creative Capital Wealth Management Group, where he served accredited households using alternative investments and tax mitigation strategies.
Simon Crew’s longest registration was 1 year at Equitable Advisors, LLC (2023–2024). Before joining Certior Financial Group in 2025, Simon Crew was registered through Creative Capital Wealth Management Group and Arkadios Wealth Advisors.
- Certior Financial Group, LLCCurrent– present · 1 yearWest Chester, PA · Adviser representative · Firm CRD 285502
- Creative Capital Wealth Management Group– · 1 yearChester Springs, PA · Adviser representative · Firm CRD 304376
- Arkadios Wealth Advisors– · 1 yearChester Springs, PA · Adviser representative · Firm CRD 288863
- Equitable Advisors, LLC– · 1 yearBala Cynwyd, PA · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Simon Crew is registered as an investment adviser representative in Pennsylvania, since August 2025.
- PennsylvaniaSince 5 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 24 March 2023 |
| Series 7TO | General Securities Representative Examination | 3 March 2023 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 14 November 2022 |
| SIE | Securities Industry Essentials Examination | 10 November 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Simon F Crew
- CRD
- 7369873
- Firm
- Certior Financial Group · CRD 285502
- Office
- West Chester, PA
- Registration
- Investment adviser registration
- In the industry since
- November 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- certiorfinancial.com
Where does Simon Crew work?
Simon Crew is an investment adviser representative registered through Certior Financial Group, LLC since August 2025, and is not listed among the firm’s executive officers or direct owners.
Is Simon Crew a financial advisor?
Yes. Simon Crew has a current investment-adviser registration in Pennsylvania, through Certior Financial Group since August 2025.
How many years of experience does Simon Crew have?
Simon Crew has 3 years in the financial industry, since November 2022, across 4 adviser firms.
What exams has Simon Crew passed?
Simon Crew has passed 4 licensing exams: the SIE, Series 6TO, Series 7TO and Series 66. The earliest, the SIE, was passed in November 2021.
Where did Simon Crew work before Certior Financial Group?
Before Certior Financial Group, Simon Crew was registered through Arkadios Wealth Advisors, July 2024 to July 2025; Equitable Advisors, LLC, March 2023 to July 2024.
Where is Simon Crew based?
Simon Crew’s registered office is in West Chester, PA.
Is Simon Crew registered with FINRA?
No. Simon Crew has no current broker registration.
How can I verify Simon Crew’s record?
Search CRD 7369873 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Simon Crew’s full registration record.
- Gery SadzewiczChief Compliance Officer
- Avi KantorManaging Member