AC
CFP
AC
CFP

Amanda Rae Crawley

8 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
419 advisors
Number of Clients
31,228 clients
Average Client Portfolio
$793K average
Assets Under Management
$24.8B

Fee Structure

Minimum Investment:$10K
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Location

1 Park West Circle, Suite 310-J, Midlothian, VA, 23114

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Amanda is a Registered Client Administrative Manager for Steward Partners Global Advisory, Steward Partners Investment Advisory LLC, and The Godfrey & Spradlin Group. She also works as a notary, dedicating minimal time to this activity.

Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
May 2022 - Present · 3 yrs 9 mos
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 3 yrs 9 mos
Steward Partners Investment Advisory, LLC
February 2018 - Present · 8 yrs
Previous Registrations
Raymond James Financial Services, INC.Broker
February 2018 - May 2022 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2017 - February 2018 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2017 - February 2018 · 1 yr
State Registrations22 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Amanda Rae Crawley - Financial Advisor | TrueAdvisor