FC
CFP
FC
CFP
Freddie Crandall
40 Years of Experience
Indianapolis, IN
1 DisclosureBroker
Freddie Crandall is a CFP-designated registered investment advisor at Morgan Stanley, based in Indianapolis, IN, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...
Location
800 East 96th Street, Suite 400, Indianapolis, IN, 46240
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2024Settled
Other Business Activities
Freddie is involved in various real estate activities, including owning apartment buildings, family farms, and rental properties, some through LLCs. He dedicates minimal time to these ventures.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
March 2009 - June 2009 · 3 mos
Morgan Stanley & CO. Incorporated
March 2009 - June 2009 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2000 - March 2009 · 9 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1999 - March 2009 · 9 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
March 1997 - November 1999 · 2 yrs 8 mos
Edward D. Jones & CO., L.P.Broker
November 1985 - March 1997 · 11 yrs 4 mos
State Registrations43 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYMAMDMIMNMOMSNCNENHNJNMNVNYOHORPARISCTNTXUTVAWAWIWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.