Gregory Crawford, financial advisor Dayton NV

Gregory Crawford

CRD Number: 2796185
Current Firm: Sierra Nevada Wealth Management, LLC

Gregory Crawford (CRD# 2796185) is an Investment Advisor Representative working at Sierra Nevada Wealth Management, LLC in Dayton, NV and has over 27 years of experience in the finance industry. Gregory Crawford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sierra Nevada Wealth Management, LLC Reno, NV Jul 2007 - Current 16
Alliance Trust Company, LLC Reno, NV Jan 2011 - Apr 2021 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1997
Contact Info for Gregory E. Crawford
Phone Number: 775-499-0680
Firm Website: http://snwmllc.com/
Registered State(s):
  • CA
  • NV
By the Numbers
  • Total Assets Under Management
    28
    MILLIONS
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $266,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, NV

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