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Scott Clayton Crawford

KESTRA ADVISORY SERVICES
Dover, DE
·CRD# 4026357·27 years experience

Professional Summary

Scott Clayton Crawford is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Dover, Delaware and KESTRA INVESTMENT SERVICES, LLC located in Dover, Delaware. Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Scott has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

27 years in the financial services industry

Current & Past Employments

KESTRA ADVISORY SERVICES, LLC·CRD# 283330
RIA
230 Beiser Boulevard Suite 201, Dover, DE 19904
June 8, 2021 - Present
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
230 Beiser Blvd. 201, Dover, DE 19904
June 8, 2021 - Present
HORNOR, TOWNSEND & KENT, LLC·CRD# 4031
RIA
Dover, DE
August 19, 2005 - June 9, 2021
HORNOR, TOWNSEND & KENT, LLC·CRD# 4031
BD
Dover, DE
October 27, 1999 - June 9, 2021

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Current Firm

KA
KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - SEC (12/31/1998 Approved)

Contact Information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Phone Number

(844) 553-7872

# of Employees

1,359

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

192,439

AUM (Assets Under Management)

$79,798,091,767

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/01/2025Cover PageReport
12/23/2024Cover PageReport
10/20/2023Cover PageReport

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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.

Name: Delaware Wildlands, Inc. Investment Related: No Address: 315 Main Street Odessa DE 19720 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board of Director Start Date: 6/3/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Attend four meetings a year and offer input on the organizations land conservation efforts Name: Kestra Advisory Services, LLC. Investment Related: Yes Address: 5707 Southwest Parkway, Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment advisor Representative, registered rep, senior wealth strategist Start Date: 5/27/2021 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: complete financial plans for clients and recommend insurance and investment products based on those financial plans Name: Crawford Financial Services Investment Related: Yes Address: 230 Beiser Blvd., Suite 201 Dover DE 19904 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Owner/Registered Representative and Investment Advisor Representative- and senior wealth strategist Start Date: 6/2/2021 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Primary duties include completing financial plans for clients and recommending insurance and investments associated with those plans as well as oversee the overall operations of the office

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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".
KA
KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - SEC (12/31/1998 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(5/6/2025)
RR
California
(10/14/2022)
RR
Delaware
(6/8/2021)
IAR
Delaware
(6/8/2021)
RR
Florida
(6/8/2021)
RR
Georgia
(9/23/2022)
RR
Hawaii
(6/8/2021)
RR
Idaho
(2/21/2025)
RR
Maryland
(6/8/2021)
RR
New Jersey
(6/8/2021)
RR
New York
(9/27/2021)
RR
North Carolina
(6/9/2021)
RR
Pennsylvania
(6/8/2021)
RR
South Carolina
(6/8/2021)
RR
South Dakota
(1/9/2025)
RR
Texas
(6/8/2021)
IAR
Texas
(7/27/2023)
RR
Virginia
(6/8/2021)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2005About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2001About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2005About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Oct 1999About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Scott Clayton Crawford's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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