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United States
2003 (23 Years)
Last online: No recent activity
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License
A Grade License
Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.
B Grade License
Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.
C Grade License
Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.
D Grade License
From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.
Get to know Crescent Wealth Advisory
Company Information
Get to know Crescent Wealth Advisory
Crescent Wealth Advisory is a fiduciary, fee-only Registered Investment Adviser (RIA) based in Raleigh, North Carolina. The firm specializes in creating personalized financial strategies for individuals and families, focusing on retirement planning, investment management, tax planning, and estate planning. By operating on a fee-only basis, they aim to eliminate conflicts of interest, ensuring that their advice is solely in the best interest of their clients. Their mission is to help clients achieve financial security and confidence throughout their retirement years.
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