SC
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Stephen Crabtree
42 Years of Experience
Franklin, TN
1 DisclosureBroker
Stephen Crabtree is a registered investment advisor at Raymond James & Associates, INC., based in Franklin, TN, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
1550 West McEwen Drive, Suite 450, Franklin, TN, 37067
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2000Denied
Other Business Activities
Stephen is on the Board of Governors for Crabtree Ventures, alongside his brother Mike, since 2008. He dedicates minimal time to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
September 2008 - Present · 17 yrs 10 mos
Raymond James & Associates, INC.Broker
September 2008 - Present · 17 yrs 10 mos
Previous Registrations
UBS Financial Services INC.
November 2003 - September 2008 · 4 yrs 10 mos
UBS Financial Services INC.Broker
August 2000 - September 2008 · 8 yrs 1 mo
J.C. Bradford & CO.Broker
January 1984 - August 2000 · 16 yrs 7 mos
State Registrations49 states
ALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPASCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.