Crescent City Retirement Group

Daniel Meyers is a financial advisor at Crescent City Retirement Group with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked briefly in construction and was a full-time student for seven years. Crescent City Retirement Group provides personalized financial planning and discretionary investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, and qualified retirement plans. The firm employs a long-term, discretionary investment approach using individual securities, mutual funds, ETFs, and occasionally options or fee-based variable annuities.

Anthony Cangemi is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Crescent City Retirement Group since 2008 and is also the managing member of Crescent City Insurance Group, where he spends approximately half of his time. Crescent City Retirement Group provides personalized financial planning and discretionary investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, and qualified retirement plans. The firm employs a long-term, discretionary investment approach using individual securities, mutual funds, ETFs, and, when appropriate, options or fee-based variable annuities.

Anthony Cangemi Jr. is a financial advisor at Crescent City Retirement Group with a Series 65 designation and one year of industry experience. Prior to joining the firm, he was a full-time student for seven years. Crescent City Retirement Group provides personalized financial planning and discretionary investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, and qualified retirement plans. The firm generally pursues a long-term, discretionary investment approach, utilizing a range of securities and third-party managers, and maintains a relatively high client load across its four-advisor team.

Devin Shearman is a financial advisor with Crescent City Retirement Group in Metairie, LA. He holds a Series 65 credential and has been active in the financial and insurance services industry since 2023. Prior to joining Crescent City Retirement Group, Shearman operated as a sole proprietor providing insurance services and has experience managing a restaurant and bar business. Crescent City Retirement Group offers personalized financial planning and discretionary investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, and qualified retirement plans. The firm employs a long-term, discretionary investment approach using individual securities, mutual funds, ETFs, and occasionally options or fee-based variable annuities.