Unclaimed Profile

Donald Warren Jr Crowell

D.A. DAVIDSON & CO.·GREAT FALLS, Montana

SIE, Series 7, Series 9, Series 10, Series 24, Series 55, Series 57TO, Series 63, Series 66Clean record13 years registeredD.A. DAVIDSON & CO.

8 THIRD STREET NORTH, GREAT FALLS, MT 59401CRD# 1320520Firm CRD# 199

Profile Verification

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

Identity

Donald Warren Jr Crowell · GREAT FALLS, MT

Registration

CRD #1320520 · D.A. DAVIDSON & CO. · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: D.A. DAVIDSON & CO.

D.A. DAVIDSON & CO.

Nov 2013 – Oct 2022

PASADENA, CA

CROWELL WEEDON & CO.

Nov 2013 – Nov 2013

LOS ANGELES, CA

CROWELL, WEEDON & CO.

Oct 2012 – Nov 2013

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 55

Series 57TO

Series 63

Series 66

Registration record

First registered · October 31, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

D.A. DAVIDSON & CO.

CRD 199 · SEC 801-45761

AUM

$36.2B

Regulatory assets under management

Employees

650

86,818 client accounts

Services offered by D.A. DAVIDSON & CO.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing 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 D.A. DAVIDSON & CO. →

Introduction

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Frequently Asked Questions

What services does Donald Warren Jr Crowell offer?

Donald Warren Jr Crowell specializes in Financial Planning, Investment Management, Wealth Management.

What are Donald Warren Jr Crowell's credentials?

Donald Warren Jr Crowell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Warren Jr Crowell located?

Donald Warren Jr Crowell is based in GREAT FALLS, Montana, last registered with D.A. DAVIDSON & CO..

How does Donald Warren Jr Crowell charge for services?

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

How large is D.A. DAVIDSON & CO.?

D.A. DAVIDSON & CO. has approximately 650 employees and manages $36.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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