Roddy Crenshaw, financial advisor Peachtree City GA

Roddy Crenshaw

CRD Number: 3181245
Current Firm: Qm Advisors LLC

Roddy Crenshaw (CRD# 3181245) is an Investment Advisor Representative working at Qm Advisors LLC in Peachtree City, GA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Qm Advisors LLC Dalton, GA May 2019 - Current 2
Chartwell Tsc Securities Corp Pittsburgh, PA Oct 2016 - Current 5
Merritt Hawkins Roswell, GA Feb 2002 - Current 19
Chartwell Investment Partners Berwyn, PA Sep 2016 - Aug 2017 < 1
Fdx Capital LLC New York, NY Sep 2016 - Oct 2016 < 1
Janus Capital Group Denver, CO Jul 2011 - Sep 2016 5
Janus Distributors LLC Denver, CO Jun 2011 - Aug 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1999
S66 NASAA Uniform Combined State Law Examination Feb 2008
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 Roddy L. Crenshaw
Phone Number: 404-965-3578
Registered State(s):
  • GA
Current Firm Details
Qm Advisors LLC
Firm's CRD Number: 297438
By the Numbers
  • Total Assets Under Management
    73
    MILLIONS
  • Total Number of Accounts
    117
    ACCOUNTS
  • Average Account Value
    $621,545
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, GA, TN, TX

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