Unclaimed Profile

Rebecca Marie Crandall

AUTHENT ADVISORS, INC.·CORTE MADERA, California

Series 7, Series 26, Series 63Clean record12 years registeredAUTHENT ADVISORS, INC.

300 TAMAL PLAZA, CORTE MADERA, CA 94925CRD# 2695290Firm CRD# 148520

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rebecca Marie Crandall · CORTE MADERA, CA

Registration

CRD #2695290 · AUTHENT ADVISORS, INC. · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AUTHENT ADVISORS, INC.

MARINER WEALTH ADVISORS

Apr 2019 – Jun 2022

CORTE MADERA, CA

AUTHENT ADVISORS, INC.

Sep 2013 – Apr 2019

CORTE MADERA, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 26

Series 63

Registration record

First registered · September 17, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AUTHENT ADVISORS, INC.

CRD 148520 · SEC 801-69732

AUM

$285M

Regulatory assets under management

Employees

1,158 client accounts

Services offered by AUTHENT ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AUTHENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Rebecca Marie Crandall offer?

Rebecca Marie Crandall specializes in Financial Planning, Investment Management.

What are Rebecca Marie Crandall's credentials?

Rebecca Marie Crandall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rebecca Marie Crandall located?

Rebecca Marie Crandall is based in CORTE MADERA, California, last registered with AUTHENT ADVISORS, INC..

How does Rebecca Marie Crandall charge for services?

Rebecca Marie Crandall's firm is compensated through percentage of aum, hourly charges, subscription fees, other: initial account establishment fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AUTHENT ADVISORS, INC.?

AUTHENT ADVISORS, INC. has approximately 5 employees and manages $285M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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