Unclaimed Profile

Brandon Richard Crabb

CRABB FINANCIAL STRATEGIES, INC.·NEW MARKET, Maryland

SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record23 years registeredCRABB FINANCIAL STRATEGIES, INC.

1 W MAIN STREET, NEW MARKET, MD 21774CRD# 3208035Firm CRD# 151808

Profile Verification

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

Identity

Brandon Richard Crabb · NEW MARKET, MD

Registration

CRD #3208035 · CRABB FINANCIAL STRATEGIES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

RED SKY CAPITAL MANAGEMENT

Feb 2011 – present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Mar 2010 – present

RED SKY CAPITAL MANAGEMENT

Nov 2009 – Dec 2010

NEW MARKET, MD

LPL FINANCIAL CORPORATION

Oct 2006 – Mar 2010

NEW MARKET, MD

H. BECK, INC.

Jan 2003 – Nov 2006

NEW MARKET, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 23, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CRABB FINANCIAL STRATEGIES, INC.

CRD 151808 · SEC 801-70793

AUM

$35M

Regulatory assets under management

Employees

244 client accounts

Services offered by CRABB FINANCIAL STRATEGIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CRABB FINANCIAL STRATEGIES, INC. →

Introduction

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Frequently Asked Questions

What services does Brandon Richard Crabb offer?

Brandon Richard Crabb specializes in Financial Planning, Investment Management. Contact their office in NEW MARKET, Maryland for a consultation.

What are Brandon Richard Crabb's credentials?

Brandon Richard Crabb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brandon Richard Crabb located?

Brandon Richard Crabb is based in NEW MARKET, Maryland, working with CRABB FINANCIAL STRATEGIES, INC.. Their office serves clients in the NEW MARKET metropolitan area and surrounding communities.

How does Brandon Richard Crabb charge for services?

Brandon Richard Crabb's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CRABB FINANCIAL STRATEGIES, INC.?

CRABB FINANCIAL STRATEGIES, INC. has approximately 1 employees and manages $35M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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