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Robert Campbell Crowley

Moelis & Co. LLC

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About Robert Campbell Crowley

Robert Crowley is a financial professional with over 27 years of experience in the securities industry. Currently, Robert Crowley is registered with Moelis & Co. LLC in Boston, MA and is also registered in Massachusetts and California. Robert Crowley has previously been registered with Merchanti Securities, LLC, UBS Securities LLC, BancBoston Robertson Stephens Inc., Salomon Brothers Inc., and State Street Research Investment Services, Inc. Robert Crowley holds the Series 7, 24, 63, 79TO, 99TO, and SIE licenses.

Firm Information

Robert Crowley is currently registered with Moelis & Co. LLC. Moelis & Co. LLC is a Limited Liability Company that was formed on June 12, 2007. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Robert Crowley’s Registration & Firm History

MA

12/13/2007 - Present

Moelis & Co. LLC (BOSTON MA)

MN

10/04/2007 - 12/19/2007

MERCANTI SECURITIES, LLC (MINNEAPOLIS MN)

NY

11/16/1999 - 08/02/2007

UBS SECURITIES LLC (NEW YORK NY)

CA

04/28/1997 - 12/15/1999

BANCBOSTON ROBERTSON STEPHENS INC. (SAN FRANCISCO CA)

NY

11/17/1995 - 05/06/1997

SALOMON BROTHERS INC. (NEW YORK NY)

MA

08/23/1995 - 10/24/1995

STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 02/13/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/24/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Campbell Crowley.
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