Steven CrabtreeCRD 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.
Springboard Asset Management LLC
Milestone Asset Management Group, LLC
Advice And Planning Services
|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|
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
Total Assets Under Management68,505MILLIONS
Total Number of Accounts337,618ACCOUNTS
Average Account Value$202,907
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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