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COLLECTIVE RETIREMENT SOLUTIONS LLC

BRYN MAWR, PA · CRD 327798 · IAPD ↗ · collectiveretire.com · (610) 639-6333

$0Regulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
1Private funds
1States
2Disclosures
fundSegment
120-Day ApprovalSEC status

Filing changes

45
May 2024 — COLLECTIVE RETIREMENT SOLUTIONS LLC (BRYN MAWR, PA) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
80
February 2024 — COLLECTIVE RETIREMENT SOLUTIONS LLC (BRYN MAWR, PA) is newly SEC-registered (provisional 120-day approval) with $0 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.