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RIA / WealthAdvisor14 years in industry

Simon F Crew

Advisor at CERTIOR FINANCIAL GROUP, LLC

WEST CHESTER, PA | KING OF PRUSSIA, PA

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Search this name across graphsid dfx:ria:efcab0f6-deaf-a609-d6d1-482edaa5aa9c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Mar 29, 2023 to Sep 14, 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: CERTIOR FINANCIAL GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Mar 24, 2023
First registration: Mar 29, 2023
Dual registered: no
IAPD individual key: 7369873

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
CERTIOR FINANCIAL GROUP, LLC	Independent wealth	Aug 5, 2025	n/a	yes	KING OF PRUSSIA, PA\|WEST CHESTER, PA	Current employment
CREATIVE CAPITAL WEALTH MANAGEMENT GROUP	State registered	Aug 20, 2024	Aug 22, 2025	no	CHESTER SPRINGS, PA	Previous registration
ARKADIOS WEALTH ADVISORS	Bd affiliated wealth	Jul 22, 2024	Jul 29, 2025	no	CHESTER SPRINGS, PA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Mar 29, 2023	Jul 17, 2024	no	BALA CYNWYD, 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
CREATIVE CAPITAL WEALTH MANAGEMENT GROUP	CERTIOR FINANCIAL GROUP, LLC	Aug 22, 2025	Aug 5, 2025	-17	Firm change	Other
ARKADIOS WEALTH ADVISORS	CREATIVE CAPITAL WEALTH MANAGEMENT GROUP	Jul 29, 2025	Aug 20, 2024	-343	Firm change after gap	Ibd to state RIA
EQUITABLE ADVISORS, LLC	ARKADIOS WEALTH ADVISORS	Jul 17, 2024	Jul 22, 2024	5	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ CERTIOR FINANCIAL GROUP, LLCRegistered adviserregistration: current employment
Aug 5, 2025 to presentfactForm ADV
→ CREATIVE CAPITAL WEALTH MANAGEMENT GROUPRegistered adviserregistration: previous registration
Aug 20, 2024 to Aug 22, 2025factForm ADV
→ ARKADIOS WEALTH ADVISORSRegistered adviserregistration: previous registration
Jul 22, 2024 to Jul 29, 2025factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 29, 2023 to Jul 17, 2024factForm ADV

Dated events

Occurred
Aug 22, 2025
Advisor changed firm
Simon F Crew left Creative Capital Wealth Management Group for Certior Financial Group, Llc (registered 2025-08-05)
Form ADVobserved 6 days ago
Occurred
Jul 29, 2025
Advisor changed firm
Simon F Crew left Arkadios Wealth Advisors for Creative Capital Wealth Management Group (registered 2024-08-20)
Form ADVobserved 6 days ago
Occurred
Jul 17, 2024
Advisor changed firm
Simon F Crew left Equitable Advisors, Llc for Arkadios Wealth Advisors (registered 2024-07-22)
Form ADVobserved 6 days ago