Robert Crandall
Professional Summary
Robert Crandall, who also goes by Bob Crandall Sr, Robert Walter Crandall Sr, Bob Crandall, Robert Walter Crandall, is a registered financial advisor currently at WEALTHFORGE SECURITIES, LLC located in Newport Beach, California. Robert is registered as a RR (Registered Representative) and started their career in finance in 1990. Robert has worked at 14 firms and has passed the Series 63, Series 65, SIE, Series 6, Series 3, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bob Crandall Sr, Robert Walter Crandall Sr, Bob Crandall, Robert Walter Crandall
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
36 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
WEALTHFORGE | WEALTHFORGE, LLC | WEALTHFORGE SECURITIES, LLC
Contact Information
Main Address
3431 W. Leigh Street Suite B, Richmond, VA 23230Mailing Address
3431 W. Leigh Street Suite B, Richmond, VA 23230Phone Number
(804) 308-0431Established
Virginia since 07/28/2009Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
3Arbitration
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 2018About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Robert Crandall's CRS (Customer Relationship Summary).
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