Wayland A. Crutchfield

CRUTCHFIELD ADVISORS,

APEX, NC 27523

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CRD#: 1377583

Professional summary

Wayland A Crutchfield JR, who also goes by Andy Crutchfield Jr, Wayland Alexander Crutchfield Jr, Wayland A Crutchfield Jr. Jr, is a registered financial advisor currently at CRUTCHFIELD ADVISORS, INC located in Apex, North Carolina.

Wayland is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Wayland has worked at 10 firms and has passed the Series 65, Series 63, Series 7 and Series 22 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andy Crutchfield Jr | Wayland Alexander Crutchfield Jr | Wayland A Crutchfield Jr. Jr

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wayland A Crutchfield JR's CRS (Customer Relationship Summary).

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

Current

January 22, 2015 - Present

CRUTCHFIELD ADVISORS, INC

Office #1: 2201 Candun Drive Suite 203, Apex, NC 27523

RIA

CRD#: 174252

APEX, NC

Past

January 26, 2012 - January 20, 2015

CAROLINA FINANCIAL ADVISORS, INC.

RIA

CRD#: 118823

GREENSBORO, NC

Past

June 1, 2009 - June 13, 2011

MORGAN STANLEY

RIA

CRD#: 149777

GREENSBORO, NC

Past

June 1, 2009 - June 13, 2011

MORGAN STANLEY

CRD#: 149777

GREENSBORO, NC

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

GREENSBORO, NC

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

GREENSBORO, NC

Past

March 17, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

GREENSBORO, NC

Past

March 17, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

GREENSBORO, NC

Past

February 10, 2000 - March 17, 2006

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

GREENSBORO, NC

Past

January 1, 1998 - March 17, 2006

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

Past

July 12, 1993 - January 1, 1998

NATIONSSECURITIES

CRD#: 32542

Past

March 21, 1988 - July 12, 1993

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

March 16, 1987 - March 31, 1988

THE PINNACLE GROUP, INC.

CRD#: 17048

Past

March 20, 1986 - March 24, 1987

CAROLINA SECURITIES CORPORATION

CRD#: 142

Past

September 6, 1985 - March 20, 1986

BROWNTOWN EQUITIES INC.

CRD#: 16471

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(1/22/2015)

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 65

Date: 9/26/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/27/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/15/1986

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 2/27/1985

Direct Participation Programs Representative Examination

Current Firm

CRUTCHFIELD ADVISORS, INC

CRD#: 174252 / SEC#:

North Carolina

Registered Investment Advisory firm - (1/6/2015 Approved)

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Contact information

Main Address

2201 Candun Drive Suite 203, Apex, NC 27523

Mailing Address

Phone number

(919) 446-1216

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	210
AUM (Assets Under Management)	$ 78,000,000

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

Wayland A. Crutchfield

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wayland A Crutchfield JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAROLINA FINANCIAL ADVISORS, INC.

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

NATIONSSECURITIES

MORGAN STANLEY DW INC.

THE PINNACLE GROUP, INC.

CAROLINA SECURITIES CORPORATION

BROWNTOWN EQUITIES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/26/1995

Series 63

Date: 2/27/1985

Series 7

Date: 3/15/1986

Series 22

Date: 2/27/1985

Current Firm

CRUTCHFIELD ADVISORS, INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CRUTCHFIELD ADVISORS, INC

TRUST BUT VERIFY

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