Lillian
Crusan
Northeastern Star Asset Management, Inc
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About this Advisor
Lillian Crusan is a financial advisor working out of Lemoyne, Pennsylvania with a total of 7 years of relevant experience. Crusan is an employee of Northeastern Star Asset Management, Inc. During their career, the advisor has held roles at Cetera Investment Advisers LLC, First Savings Securities, Inc, First Savings Financial Services, Inc, First National Bank Of Pa, Cetera Investment Services LLC, Pwr Planners LLC, Trustmont Financial Group, Inc, Trustmont Advisory Group, Inc, Metlife Securities Inc and Northeastern Star Asset Management, Inc. Crusan has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Pennsylvania. Northeastern Star Asset Management, Inc is a registered investment company that has its headquarters in Lemoyne, PA. It oversees $185 million in assets under management among its 798 accounts, making it one of the mid-sized firms in the country by assets under management. The firm serves two charities and foundations. Of its 798 customer accounts, 20% belong to high-net-worth investors who have greater than $1 million in assets. The advisory firm provides a few services, including financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules largely vary depending on which services are provided. Fee types charged by Northeastern Star Asset Management, Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northeastern Star Asset Management, Inc Brokerage Details
$184,880,436
3
798
$231,680
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lillian Crusan Work History
Lillian has been registered as a financial advisor for 7 years.*
Northeastern Star Asset Management, Inc
Metlife Securities Inc
Cetera Investment Advisers LLC
First National Bank Of Pa
Cetera Investment Services LLC
Pwr Planners LLC
Trustmont Financial Group, Inc
Trustmont Advisory Group, Inc
First Savings Financial Services, Inc
First Savings Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lillian Crusan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Northeastern Star Asset Management, Inc
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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