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RIA / WealthAdvisordual registered (broker-dealer)34 years in industry

GILBERT CHRISTOPHER CREWS

Advisor at ADVICE AND PLANNING SERVICES

Abington, PA | Philadelphia, PA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 6, 2005 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ADVICE AND PLANNING SERVICES
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 13, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Aug 13, 1992
First registration: Jan 6, 2005
Dual registered: yes, broker-dealer
IAPD individual key: 2256539

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Apr 10, 2012	n/a	yes	Philadelphia, PA\|Abington, PA	Current employment
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Feb 4, 2010	May 2, 2012	no	JENKINTOWN, PA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Aug 10, 2006	Oct 14, 2009	no	PHILADELPHIA, PA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Aug 10, 2006	Oct 14, 2009	no	PHILADELPHIA, PA	Previous registration
MANCHESTER ADVISORS	n/a	Jan 6, 2005	Dec 5, 2007	no	HUNTINGDON VALLEY, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CITIZENS SECURITIES, INC.	ADVICE AND PLANNING SERVICES	May 2, 2012	Apr 10, 2012	-22	Firm change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Oct 14, 2009	Aug 10, 2006	-1,161	Firm change after gap	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Oct 14, 2009	Aug 10, 2006	-1,161	Channel change	Other
MANCHESTER ADVISORS	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Dec 5, 2007	Aug 10, 2006	-482	Firm change after gap	Other

Relationships

Registered with (5)

→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: current employment
Apr 10, 2012 to presentfactForm ADV
→ CITIZENS SECURITIES, INC.Registered adviserregistration: previous registration
Feb 4, 2010 to May 2, 2012factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 10, 2006 to Oct 14, 2009factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Aug 10, 2006 to Oct 14, 2009factForm ADV
→ MANCHESTER ADVISORSRegistered adviserregistration: previous registration
Jan 6, 2005 to Dec 5, 2007factForm ADV

Dated events

No dated event names this entity yet.