Gregory E. Crawford

SIERRA NEVADA WEALTH MANAGEMENT

Dayton, NV 89403

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CRD#: 2796185

Professional summary

Gregory Erwin Crawford, CFP® is a registered financial advisor currently at SIERRA NEVADA WEALTH MANAGEMENT, LLC located in Dayton, Nevada.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Gregory has worked at 2 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

Founder & CEO; Crawford Trust Company, LLC; Investment Related: Yes; Location: 5 Pine Cone Road, Suite 205; Description of the business: Crawford Trust Company, LLC is a retail trust company licensed by the State of Nevada, Financial Institutions Division. It provides a wide array of trustee services for clients across the world but not in Washoe County, Douglas County or, Carson City, NV.; Responsibilities Duties: Running Trust Company operations as CEO, including directing agendas, driving profitability, managing company organizational structure, strategy, and communicating with the board.; Start date with business: 2021-11-24; Hours devoted to business during trading hours: 60; Hours devoted to business outside trading hours: 40; Percentage of total yearly compensation expected to be derived from the business: 50.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Erwin Crawford'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®

CFP^®

Certified Financial Planner

Experience

Current

January 2, 2007 - Present

SIERRA NEVADA WEALTH MANAGEMENT, LLC

Office #1: 5 Pine Cone Road Suite 205, Dayton, NV 89403

RIA

CRD#: 145304

Dayton, NV

Past

January 14, 1997 - July 9, 2003

FOX-PITT KELTON COCHRAN CARONIA WALLER (USA) LLC

CRD#: 10485

NEW YORK, NY

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

California
(1/5/2010)

IAR

Nevada
(1/2/2007)

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

Series 63

Date: 1/23/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/13/1997

General Securities Representative Examination

Current Firm

SIERRA NEVADA WEALTH MANAGEMENT, LLC

GHI FINANCIAL | SIERRA NEVADA WEALTH MANAGEMENT, LLC

CRD#: 145304 / SEC#: 801-74439

RIA

Registered Investment Advisory firm - (8/10/2021 Terminated)

California

Registered Investment Advisory firm - (7/19/2021 Approved)

Nevada

Registered Investment Advisory firm - (1/2/2008 Approved)

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).

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Contact information

Main Address

5 Pine Cone Road Suite 205, Dayton, NV 89403

Mailing Address

Phone number

(775) 499-0680

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	102
AUM (Assets Under Management)	$ 22,015,243

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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Gregory E. Crawford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Erwin Crawford's CRS (Customer Relationship Summary).

Certified licenses

Experience

SIERRA NEVADA WEALTH MANAGEMENT, LLC

FOX-PITT KELTON COCHRAN CARONIA WALLER (USA) LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/23/1997

Series 7

Date: 1/13/1997

Current Firm

SIERRA NEVADA WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SIERRA NEVADA WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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