Steven G. Crawford

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CRD#: 1147573

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Steven Glenn Crawford was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 1983. Steven had worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Business Name: Crawford Financial Group Investment Related: Yes Address: 4510 Cox Rd. Suite 102 Glen Allen VA 23060 Nature of Business: Other Back Office Operations Position, Title or Relationship: owner Start Date: 6/15/1977 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: none Business Name: The Main Street Group Investment Related: Yes Address: 4510 Cox Rd. Suite 102 Glen Allen VA 23060 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance; Investment Advisory services through an independent outside RIA Position, Title or Relationship: CEO Start Date: 2/1/1987 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 51% - 60% (71 - 84 hours) Duties: Supervision of RRs, daily management of business, recruiting, bringing in new clients, rainmaking. Business Name: Main Street Life Investment Related: No Address: 4510 Cox Rd. Suite 102 Glen Allen VA 23060 Nature of Business: Insurance Position, Title or Relationship: President Start Date: 5/15/2012 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Word of mouth recruiting of insurance brokers ST. MARGARET'S SCHOOL POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/17/2022 ADDRESS: 444 Water Lane, Tappahannock VA 22560, United States DESCRIPTION: Set policies for the students and faculty. ESSEX COUNTY MUSEUM AND HISTORICAL SOCIETY POSITION: board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/17/2022 ADDRESS: 218 WATER LANE, TAPPAHANNOCK VA 22560, United States DESCRIPTION: Make decisions on the exhibits and history matters of museum.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

March 13, 2025 - August 25, 2025

THE MAIN STREET GROUP

RIA

CRD#: 175502

GLEN ALLEN, VA

Past

November 20, 2017 - July 19, 2024

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

GLEN ALLEN, VA

Past

October 15, 2015 - July 24, 2024

THE MAIN STREET GROUP

RIA

CRD#: 175502

GLEN ALLEN, VA

Past

January 10, 2006 - November 13, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

GLEN ALLEN, VA

Past

January 10, 2006 - December 12, 2017

LPL FINANCIAL LLC

CRD#: 6413

GLEN ALLEN, VA

Past

June 22, 2001 - January 18, 2006

OSAIC FS, INC.

RIA

CRD#: 3870

GLEN ALLEN, VA

Past

February 16, 1995 - January 18, 2006

OSAIC FS, INC.

CRD#: 3870

GLEN ALLEN, VA

Past

March 8, 1993 - November 21, 1997

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

February 12, 1992 - February 18, 1993

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

November 13, 1990 - December 18, 1991

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

August 3, 1988 - September 21, 1990

VERAVEST INVESTMENTS, INC.

CRD#: 3960

Past

July 22, 1986 - September 14, 1988

MONY SECURITIES CORPORATION

CRD#: 4386

Past

December 5, 1983 - September 21, 1990

VERAVEST INVESTMENTS, INC.

CRD#: 3960

WORCESTER, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE MAIN STREET GROUP

THE MAIN STREET GROUP | THE MAIN STREET GROUP, LTD

CRD#: 175502 / SEC#: 801-113192

RIA

Registered Investment Advisory firm - (5/8/2018 Approved)

Maryland

Registered Investment Advisory firm - (8/10/2018 Terminated)

New York

Registered Investment Advisory firm - (7/17/2018 Terminated)

North Carolina

Registered Investment Advisory firm - (7/18/2018 Terminated)

Texas

Registered Investment Advisory firm - (7/17/2018 Terminated)

Virginia

Registered Investment Advisory firm - (7/17/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/25/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/18/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/2/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/27/1983

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/21/2000

General Securities Principal Examination

Current Firm

THE MAIN STREET GROUP

THE MAIN STREET GROUP | THE MAIN STREET GROUP, LTD

CRD#: 175502 / SEC#: 801-113192

RIA

Registered Investment Advisory firm - (5/8/2018 Approved)

Maryland

Registered Investment Advisory firm - (8/10/2018 Terminated)

New York

Registered Investment Advisory firm - (7/17/2018 Terminated)

North Carolina

Registered Investment Advisory firm - (7/18/2018 Terminated)

Texas

Registered Investment Advisory firm - (7/17/2018 Terminated)

Virginia

Registered Investment Advisory firm - (7/17/2018 Terminated)

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Contact information

Main Address

4510 Cox Road Suite 102, Glen Allen, VA 23060

Mailing Address

Phone number

(804) 270-4470

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A - FIRM DISCLOSURE BROCHURE (9/2/2025)

Regulatory assets under management

Total Number of Accounts	2,342
AUM (Assets Under Management)	$ 470,325,672

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Steven G. Crawford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

THE MAIN STREET GROUP

LPL FINANCIAL LLC

LPL FINANCIAL LLC

OSAIC FS, INC.

OSAIC FS, INC.

SECURIAN FINANCIAL SERVICES, INC.

OSAIC FS, INC.

SECURIAN FINANCIAL SERVICES, INC.

VERAVEST INVESTMENTS, INC.

MONY SECURITIES CORPORATION

VERAVEST INVESTMENTS, INC.

Primary Firm SEC Registration

THE MAIN STREET GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 8/25/2014

Series 63

Date: 10/18/1983

SIE

Date: 10/1/2018

Series 7

Date: 9/2/1997

Series 6

Date: 9/27/1983

Series 24

Date: 1/21/2000

Current Firm

THE MAIN STREET GROUP

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE MAIN STREET GROUP

TRUST BUT VERIFY

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