FC
FC

Fred Crozier

39 Years of Experience
Hunt Valley, MD
Broker

Fred Crozier is a registered investment advisor at Raymond James & Associates, INC., based in Hunt Valley, MD, with 39 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

226 Schilling Cir, Ste 270, Hunt Valley, MD, 21031-8657

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
September 2016 - Present · 9 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Deutsche Bank Securities INC.
March 2010 - September 2016 · 6 yrs 6 mos
Deutsche Bank Securities INC.Broker
March 2010 - September 2016 · 6 yrs 6 mos
Morgan Stanley Smith BarneyBroker
June 2009 - October 2009 · 4 mos
Morgan Stanley Smith Barney LLC
June 2009 - October 2009 · 4 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
August 2006 - April 2007 · 8 mos
Morgan Stanley Dw INC.Broker
August 2006 - April 2007 · 8 mos
Deutsche Bank Securities INC.
June 2001 - May 2006 · 4 yrs 11 mos
Deutsche Bank Securities INC.Broker
January 2001 - May 2006 · 5 yrs 4 mos
Db Alex. Brown LLCBroker
September 1997 - January 2001 · 3 yrs 4 mos
Alex. Brown & Sons IncorporatedBroker
October 1994 - September 1997 · 2 yrs 11 mos
Kidder, Peabody & CO. IncorporatedBroker
January 1988 - November 1994 · 6 yrs 10 mos
Prudential-Bache Securities INC.Broker
September 1985 - January 1988 · 2 yrs 4 mos
State Registrations29 states
AZCACOCTDCDEFLGAILMAMDMIMTNCNHNJNYOHORPARISCSDTXUTVAWAWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Fred Crozier - Financial Advisor | TrueAdvisor