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CRESCENT CITY RETIREMENT GROUP

METAIRIE, LA · CRD 146666 · IAPD ↗ · theretirementkeys.com · 504-828-2171

$130.9MRegulatory AUM
4Advisory reps
12Employees
0Clients
26-50Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
February 2026 — CRESCENT CITY RETIREMENT GROUP grew from 1 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
August 2025 — CRESCENT CITY RETIREMENT GROUP (METAIRIE, LA) is newly SEC-registered with $109.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.