Steven Crabtree, financial advisor Middletown CT

Steven Crabtree

CRD Number: 5060519
Current Firm: Cambridge Investment Research Advisors, Inc.

Steven Crabtree (CRD# 5060519) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Middletown, CT and has over 15 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA May 2015 - Current 6
Cambridge Investment Research Advisors, Inc. Fairifeld, IA May 2015 - Current 6
Lpl Financial West Hartford, CT Apr 2012 - May 2015 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated South Windsor, CT Oct 2009 - Apr 2012 2
Banc Of America Investment Services, Inc. Middletown, CT Mar 2008 - Apr 2012 4
Banc Of America Insurance Services, Inc. Middletown, CT Mar 2008 - Apr 2012 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Steven D. Crabtree
Phone Number: 641-472-5100
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    68,505
    MILLIONS
  • Total Number of Accounts
    337,618
    ACCOUNTS
  • Average Account Value
    $202,907
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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