DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Lillian Mae Crusan
Feed of 09/14/2026
Also filed as Lillian Mae Crusan
At current firm
0 y
since Oct 1, 2025
In the industry
27 y
since Nov 23, 1998 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Thrivent Advisor Network, LLC BD affiliated currentsince Oct 1, 2025 · Camp Hill, Pa
- Northeastern Star Asset Management, Inc. formerApr 20, 2016 to Nov 14, 2025 · Wormleysburg, Pa
- Msi Financial Services, Inc. formerJun 9, 2015 to Mar 31, 2016 · Johnstown, Pa
- Trustmont Advisory Group, Inc. BD affiliatedSep 23, 2014 to Nov 19, 2014 · Greensburg, Pa
- Cetera Investment Advisers LLC BD affiliatedMar 31, 2014 to Sep 12, 2014 · Johnstown, Pa
- Penn Investment Advisors, Inc. formerDec 3, 2009 to Mar 26, 2014 · Ligonier, Pa
- Amp Asset Management, Inc. unclassifiedSep 2, 2004 to Dec 8, 2009 · Danville, Pa
Moves
a registration end followed by a registration begin elsewhere
- Northeastern Star Asset Management, Inc. to Thrivent Advisor Network, LLCleft Nov 14, 2025, registered Oct 1, 2025 (-44 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Msi Financial Services, Inc. to Northeastern Star Asset Management, Inc.left Mar 31, 2016, registered Apr 20, 2016 (20 days) · Other
- Trustmont Advisory Group, Inc. to Msi Financial Services, Inc.left Nov 19, 2014, registered Jun 9, 2015 (202 days) · Other
- Cetera Investment Advisers LLC to Trustmont Advisory Group, Inc.left Sep 12, 2014, registered Sep 23, 2014 (11 days) · Other
- Penn Investment Advisors, Inc. to Cetera Investment Advisers LLCleft Mar 26, 2014, registered Mar 31, 2014 (5 days) · Other
- Amp Asset Management, Inc. to Penn Investment Advisors, Inc.left Dec 8, 2009, registered Dec 3, 2009 (-5 days) · Other
Signals
- Lillian Mae Crusan left Northeastern Star Asset Management, Inc. for Thrivent Advisor Network, Llc (registered 2025-10-01)Nov 14, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address