BC
BC

Brett Crawford

34 Years of Experience
Montgomery, AL
Broker

Brett Crawford is a registered investment advisor at Morgan Stanley, based in Montgomery, AL, with 34 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

7515 Halcyon Summit Drive, Montgomery, AL, 36117

Get directions

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.

Learn about disclosures →
Other Business Activities

Brett is a board member for United Way, YMCA (both Prattville and Montgomery), Girls on the Run, and First United Methodist Church. He also owns Crawford Properties LLC, a property management company focused on agriculture, dedicating minimal time to each activity.

Employment History
Current Registrations
Morgan StanleyBroker
August 2022 - Present · 3 yrs 9 mos
Morgan Stanley
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
UBS Financial Services INC.Broker
February 2009 - September 2022 · 13 yrs 7 mos
UBS Financial Services INC.
February 2009 - September 2022 · 13 yrs 7 mos
Morgan Stanley & CO. Incorporated
April 2007 - March 2009 · 1 yr 11 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - March 2009 · 1 yr 11 mos
Morgan Stanley
October 2005 - April 2007 · 1 yr 6 mos
Morgan Stanley Dw INC.Broker
October 2005 - April 2007 · 1 yr 6 mos
Legg Mason Wood Walker INC
March 2000 - October 2005 · 5 yrs 7 mos
Legg Mason Wood Walker, IncorporatedBroker
November 1999 - October 2005 · 5 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1994 - November 1999 · 5 yrs 4 mos
J.C. Bradford & CO.Broker
August 1991 - July 1994 · 2 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.