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Bobby + Cremins - Financial Advisor in Philadelphia, PA

Paladin Research Report For:

Bobby Cremins

Metanoia Financial

2400 Market Street
Suite 200
Philadelphia, PA 19103
267-858-6847

General Information

Firm Start Year
CRD#
  • 4685581
Firm CRD#
  • 152366
Years of Experience in Financial Services
  • 21
Number of Years with Current Firm
  • 12
Work with the following types of clients
  • Individual Investors, Businesses
Advisory Services Provided
  • 401K Rollovers, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Retirement Planning

Compliance

Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, CFA®, CKA®

Firm Information

Firm's Number of Managed Clients
  • 120
Assets Managed by Firm
  • 80,000,000

Compensation and Fees

Fee Structure
  • Fee-Only
Minimum Portfolio Size for New Managed Accounts
  • $1,000,000
Compensation Methods
  • Based on Assets, Flat Fee

Education

Bachelors of Science -
  • University of Colorado
    08/01/1996 - 05/01/2000

BASIC INFORMATION NEEDED FOR THE INQUIRY