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Richard Crawford

1 Year of Experience
Jacksonville, FL

Richard Crawford is a registered investment advisor at Highline Private Wealth, LLC, based in Jacksonville, FL, with 1 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 7 clients with $1.3M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$1.3M
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Location

Jacksonville, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Richard is a Director at SS&C Technologies, Inc., a technology provider, since 2016. This is a full-time position where he develops commercial strategy.

Employment History
Current Registrations
Highline Private Wealth, LLC
October 2024 - Present · 1 yr 7 mos
State Registrations1 state
FL
Advisor

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.