MC

Michael Crabtree

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CRD#: 4259438
MC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Crabtree, who also goes by Mickey Crabtree, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2002. Michael had worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mickey Crabtree

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.

CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

May 19, 2009 - December 31, 2010

NJR INVESTMENT ADVISORY, INC.

RIA
CRD#: 145226
TAMPA, FL
Past

May 8, 2009 - August 17, 2012

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
TAMPA, FL
Past

May 4, 2009 - August 17, 2012

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
TAMPA, FL
Past

July 17, 2008 - May 1, 2009

U.S. WEALTH ADVISORS, LLC.

BD
CRD#: 126924
TAMPA, FL
Past

October 8, 2002 - May 1, 2008

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
TAMPA, FL
Past

October 8, 2002 - May 1, 2008

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
TAMPA, FL
Past

August 15, 2002 - October 8, 2002

CALTON & ASSOCIATES, INC.

BD
CRD#: 20999
TAMPA, FL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/5/2002
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


NI
NJR INVESTMENT ADVISORY, INC.
ABC INVESTMENTS | IJK FINANCIAL | NJR INVESTMENT ADVISORY, INC.

CRD#: 145226 / SEC#: 801-68540

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Contact information


Main Address
10927 N. 56th Street, Tampa, FL 33617
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


NJR INVESTMENT ADVISORY, INC.

CRD#: 145226

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