Marcus B. Crawshaw

THE WILLIAM ALLAN

LONG BEACH, CA 90802

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CRD#: 2803634

Professional summary

Marcus Brendan Crawshaw, who also goes by Marcus Crawshaw, is a registered financial advisor currently at THE WILLIAM ALLAN CORPORATION located in Long Beach, California.

Marcus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Marcus has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marcus Crawshaw

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 Marcus Brendan Crawshaw'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

February 7, 2014 - Present

THE WILLIAM ALLAN CORPORATION

Office #1: 100 Oceangate Suite 1200, Long Beach, CA 90802

RIA

CRD#: 133147

LONG BEACH, CA

Past

January 15, 2002 - December 31, 2013

FIFTY-SIX GROUP

RIA

CRD#: 125674

LONG BEACH, CA

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 WILLIAM ALLAN CORPORATION

THE WILLIAM ALLAN CORPORATION | WILLIAM ALLAN, LLC

CRD#: 133147 / SEC#: 801-121683

RIA

Registered Investment Advisory firm - (7/2/2021 Approved)

California

Registered Investment Advisory firm - (11/22/2021 Terminated)

Nevada

Registered Investment Advisory firm - (8/13/2021 Terminated)

Texas

Registered Investment Advisory firm - (7/14/2021 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.

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
(2/7/2014)

IAR

Texas
(10/24/2022)

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: 12/21/2000

Uniform Investment Adviser Law Examination

Current Firm

THE WILLIAM ALLAN CORPORATION

THE WILLIAM ALLAN CORPORATION | WILLIAM ALLAN, LLC

CRD#: 133147 / SEC#: 801-121683

RIA

Registered Investment Advisory firm - (7/2/2021 Approved)

California

Registered Investment Advisory firm - (11/22/2021 Terminated)

Nevada

Registered Investment Advisory firm - (8/13/2021 Terminated)

Texas

Registered Investment Advisory firm - (7/14/2021 Terminated)

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Contact information

Main Address

3711 John F Kennedy Pkwy. Suite 420, Fort Collins, CO 80525

Mailing Address

Phone number

(800) 677-5309

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WA - FIRM BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	603
AUM (Assets Under Management)	$ 185,211,069

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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Marcus B. Crawshaw

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marcus Brendan Crawshaw's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE WILLIAM ALLAN CORPORATION

FIFTY-SIX GROUP

Primary Firm SEC Registration

THE WILLIAM ALLAN CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 12/21/2000

Current Firm

THE WILLIAM ALLAN CORPORATION

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE WILLIAM ALLAN CORPORATION

TRUST BUT VERIFY

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