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Michael Crandall

39 Years of Experience
Doylestown, OH
Broker

Michael Crandall is a registered investment advisor at Cetera Investment Advisers LLC, based in Doylestown, OH, with 39 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

40 College Street, Doylestown, OH, 44230

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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

Michael is the president of Crandall Tax Service Inc., a tax and accounting practice, since 1992. He dedicates full-time hours to this role, with minimal time spent during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2000 - Present · 26 yrs 5 mos
Cetera Financial Specialists LLCBroker
July 1999 - Present · 27 yrs
Previous Registrations
PFS Investments INC.Broker
August 1986 - July 1999 · 12 yrs 11 mos
State Registrations2 states
FLOH
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.
Michael Crandall - Financial Advisor | TrueAdvisor