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

Andrew Crim

Fisher\SmbinstitutionalCarrollton, TxIA-onlyIAPD 6663416

Feed of 09/14/2026

Also filed as Andrew Stephen Crim

At current firm

1 y

since Sep 5, 2025

In the industry

17 y

since Oct 1, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Fisher\Smb institutional current
since Sep 5, 2025 · Carrollton, Tx
Cetera Investment Advisers LLC BD affiliated
Nov 7, 2024 to Sep 24, 2025 · Irving, Tx
Ae Wealth Management, LLC BD affiliated
Apr 6, 2022 to Apr 2, 2024 · Topeka, Ks
Mercer Global Advisors Inc. independent RIA
Nov 26, 2018 to Jan 25, 2022 · Houston, Tx

Moves

a registration end followed by a registration begin elsewhere

Cetera Investment Advisers LLC to Fisher\Smb
left Sep 24, 2025, registered Sep 5, 2025 (-19 days) · Other
Ae Wealth Management, LLC to Cetera Investment Advisers LLC
left Apr 2, 2024, registered Nov 7, 2024 (219 days) · RIA to affiliated broker-dealer or bank
Mercer Global Advisors Inc. to Ae Wealth Management, LLC
left Jan 25, 2022, registered Apr 6, 2022 (71 days) · RIA to affiliated broker-dealer or bank

Signals

Andrew Crim left Cetera Investment Advisers Llc for Fisher\Smb (registered 2025-09-05)
Sep 24, 2025 · Advisor changed firm · fact
Andrew Crim left Ae Wealth Management, Llc for Cetera Investment Advisers Llc (registered 2024-11-07)
Apr 2, 2024 · Advisor changed firm · fact
Andrew Crim left Mercer Global Advisors Inc. for Ae Wealth Management, Llc (registered 2022-04-06)
Jan 25, 2022 · 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: Institutional managerderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address