MC
MC

Michael Crowe

20 Years of Experience
Birmingham, AL
BrokerSells Insurance

Michael Crowe is a registered investment advisor, based in Birmingham, AL, with 20 years of industry experience.

Location

3595 Grandview Parkway, Suite 425, Birmingham, AL, 35243

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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 ActivitiesSells Insurance

Michael is a wealth manager at Merit Financial Group since 2015, spending full-time hours servicing clients. He is also an independent insurance agent since 2024, providing insurance advice based on client needs, dedicating minimal time to this activity.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2024 - Present · 1 yr 9 mos
Merit Financial Advisors
February 2012 - Present · 14 yrs 3 mos
Previous Registrations
LPL Financial LLCBroker
January 2012 - August 2024 · 12 yrs 7 mos
LPL Financial LLC
January 2012 - January 2012 · 0 mos
TD Ameritrade, INC.
June 2008 - December 2011 · 3 yrs 6 mos
Amerivest Investment Management, LLC
June 2008 - December 2011 · 3 yrs 6 mos
TD Ameritrade, INC.Broker
June 2008 - December 2011 · 3 yrs 6 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - May 2008 · 1 yr 1 mo
Morgan Stanley & CO. Incorporated
April 2007 - May 2008 · 1 yr 1 mo
Morgan Stanley
December 2006 - April 2007 · 4 mos
Morgan Stanley Dw INC.Broker
December 2006 - April 2007 · 4 mos
Investment Advisors
March 2006 - June 2006 · 3 mos
Proequities, INC.Broker
August 2005 - June 2006 · 10 mos
State Registrations7 states
ALFLILKYLAMSTX
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 Crowe - Financial Advisor | TrueAdvisor