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MS

Marjorie K. Scanlon

CRAWFORD INVESTMENT COUNSEL
Atlanta, GA 30339
Some features on this profile are disabled
CRD#: 2557485
MS

Professional summary

Marjorie Kelly Scanlon, who also goes by Kelly Batcheller, Marjorie Kelly Batcheller, is a registered financial advisor currently at CRAWFORD INVESTMENT COUNSEL INC located in Atlanta, Georgia.

Marjorie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Marjorie has worked at 10 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kelly Batcheller | Marjorie Kelly Batcheller

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 Marjorie Kelly Scanlon's CRS (Customer Relationship Summary).
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

June 15, 2023 - Present

CRAWFORD INVESTMENT COUNSEL INC

Office #1: 600 Galleria Parkway, Se Suite 1650, Atlanta, GA 30339
RIA
CRD#: 110271
Atlanta, GA
Past

March 25, 2021 - April 21, 2021

BERMAN CAPITAL ADVISORS, LLC

RIA
CRD#: 155419
ATLANTA, GA
Past

September 19, 2018 - May 16, 2019

EDGE CAPITAL GROUP, LLC

RIA
CRD#: 297596
ATLANTA, GA
Past

August 29, 2017 - August 16, 2018

EDGE ADVISORS, LLC

RIA
CRD#: 142261
ATLANTA, GA
Past

June 3, 2015 - October 26, 2017

CORNERSTONE INVESTMENT PARTNERS, LLC

RIA
CRD#: 111753
ATLANTA, GA
Past

April 5, 2007 - August 2, 2007

WILMINGTON BROKERAGE SERVICES COMPANY

BD
CRD#: 14942
WILMINGTON, DE
Past

December 12, 2005 - June 20, 2006

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
ATLANTA, GA
Past

May 11, 1999 - April 19, 2005

GPC SECURITIES, INC.

BD
CRD#: 14007
ATLANTA, GA
Past

November 26, 1996 - March 12, 1999

THE ROBINSON-HUMPHREY COMPANY, LLC

BD
CRD#: 723
ATLANTA, GA
Past

November 17, 1995 - November 6, 1996

WILLIAM BLAIR

BD
CRD#: 1252
CHICAGO, IL

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".
CI
CRAWFORD INVESTMENT COUNSEL INC
CRAWFORD INVESTMENT COUNSEL INC

CRD#: 110271 / SEC#: 801-15563

RIA
Registered Investment Advisory firm - (10/15/1980 Approved)

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
Georgia
(6/15/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/21/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/11/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 2/3/1997
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 11/16/1995
General Securities Representative Examination

Current Firm

CI
CRAWFORD INVESTMENT COUNSEL INC
CRAWFORD INVESTMENT COUNSEL INC

CRD#: 110271 / SEC#: 801-15563

RIA
Registered Investment Advisory firm - (10/15/1980 Approved)
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Contact information

Main Address
600 Galleria Parkway, Se Suite 1650, Atlanta, GA 30339
Mailing Address
Phone number
(770) 859-0045
Established
Firm type
Fiscal year end
# of Employees
52

SEC notice filing (44 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CRAWFORD INVESTMENT COUNSEL FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts4,043
AUM (Assets Under Management)$ 8,494,589,824

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.

Company Information

CRAWFORD INVESTMENT COUNSEL INC

CRD#: 110271Atlanta, GA 30339

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