Unclaimed Profile

Suzette Lawrence

CROWELL, WEEDON & CO.·LOS ANGELES, California

SIE, Series 7, Series 63, Series 6628 years registeredCROWELL, WEEDON & CO.

624 SO. GRAND AVE., SUITE 2510, LOS ANGELES, CA 90017CRD# 2651541Firm CRD# 193

Profile Verification

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

Identity

Suzette Lawrence · LOS ANGELES, CA

Registration

CRD #2651541 · CROWELL, WEEDON & CO. · 28 years registered

Brand Profile

Not yet started

Career History

INDEPENDENT FINANCIAL GROUP, LLC

Mar 2024 – present

D.A. DAVIDSON & CO.

Nov 2013 – Mar 2024

LOS ANGELES, CA

CROWELL WEEDON & CO.

Nov 2013 – Nov 2013

LOS ANGELES, CA

CROWELL, WEEDON & CO.

Dec 1997 – Nov 2013

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · December 31, 1997

Years registered · 28

Disclosure History

2024Customer Dispute·Denied

2024Customer Dispute·Settled

2023Customer Dispute·Settled

1988Criminal·Final Disposition

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CROWELL, WEEDON & CO.

CRD 193 · SEC 801-67246

AUM

$1.0B

Regulatory assets under management

Employees

150

2,936 client accounts

Services offered by CROWELL, WEEDON & CO.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CROWELL, WEEDON & CO. →

Introduction

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Frequently Asked Questions

What services does Suzette Lawrence offer?

Suzette Lawrence specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.

What are Suzette Lawrence's credentials?

Suzette Lawrence is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Suzette Lawrence located?

Suzette Lawrence is based in LOS ANGELES, California, working with CROWELL, WEEDON & CO.. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Suzette Lawrence charge for services?

Suzette Lawrence's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CROWELL, WEEDON & CO.?

CROWELL, WEEDON & CO. has approximately 150 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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