Allan Crevi, financial advisor Chicago IL

Allan Crevi

CRD Number: 2412173
Current Firm: Rothschild Investment Corporation

Allan Crevi (CRD# 2412173) is an Investment Advisor Representative working at Rothschild Investment Corporation in Chicago, IL and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Rothschild Investment Corp Chicago, IL Oct 2006 - Current 13
Optimum Investment Advisors Chicago, IL Jun 1995 - Oct 2006 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 1993
Contact Info for Allan R. Crevi
Phone Number: 312-983-8900
Registered State(s):
  • CA
  • IL
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    1,105
    MILLIONS
  • Total Number of Accounts
    1,276
    ACCOUNTS
  • Average Account Value
    $866,092
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KY, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI

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Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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