Michael Crawford

ALPHACORE CAPITAL LLC

San Diego, CA 92130

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CRD#: 4573690

Professional summary

Michael Crawford, who also goes by Michael Patrick Crawford, is a registered financial advisor currently at ALPHACORE CAPITAL LLC located in San Diego, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Michael has worked at 6 firms and has passed the Series 66, Series 7TO, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Patrick Crawford

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.

Mr. Crawford is dually registered with AlphaCore as a Senior Wealth Advisor and enTrust Wealth Advisors, LLC (Managing Partner) to facilitate a transition of employment and client agreements from enTrust to AlphaCore. Until the closing (anticipated January 30th, 2025) Mr. Crawford will be working full time joint servicing clients on behalf of both registered investment advisory firms to complete the transition (investment related).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Crawford'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

January 14, 2025 - Present

ALPHACORE CAPITAL LLC

Office #1: 12760 High Bluff Drive Suite 110, San Diego, CA 92130

RIA

CRD#: 174346

San Diego, CA

Past

January 29, 2019 - March 3, 2025

ENTRUST WEALTH ADVISORS, LLC

RIA

CRD#: 299040

SAN DIEGO, CA

Past

November 9, 2018 - December 31, 2018

ENTRUST WEALTH ADVISORS, LLC

RIA

CRD#: 299040

SAN DIEGO, CA

Past

November 9, 2018 - July 27, 2020

ARETE WEALTH MANAGEMENT, LLC

CRD#: 44856

San Diego, CA

Past

December 12, 2008 - November 20, 2018

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SAN DIEGO, CA

Past

December 12, 2008 - November 20, 2018

UBS FINANCIAL SERVICES INC.

CRD#: 8174

SAN DIEGO, CA

Past

April 2, 2007 - December 15, 2008

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

SAN DIEGO, CA

Past

April 2, 2007 - December 15, 2008

MORGAN STANLEY & CO. LLC

CRD#: 8209

SAN DIEGO, CA

Past

September 12, 2002 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

SAN DIEGO, CA

Past

August 28, 2002 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

SAN DIEGO, 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".

ALPHACORE CAPITAL LLC

ALPHACORE CAPITAL LLC | ALPHACORE WEALTH ADVISORY | ALPHACORE WEALTH ADVISORS

CRD#: 174346 / SEC#: 801-108468

RIA

Registered Investment Advisory firm - (9/28/2016 Approved)

California

Registered Investment Advisory firm - (11/9/2016 Terminated)

Illinois

Registered Investment Advisory firm - (9/28/2016 Terminated)

Indiana

Registered Investment Advisory firm - (10/13/2016 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
(1/14/2025)

IAR

Texas
(1/14/2025)

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 66

Date: 9/11/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/10/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 12/23/2002

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/27/2002

General Securities Representative Examination

Current Firm

ALPHACORE CAPITAL LLC

ALPHACORE CAPITAL LLC | ALPHACORE WEALTH ADVISORY | ALPHACORE WEALTH ADVISORS

CRD#: 174346 / SEC#: 801-108468

RIA

Registered Investment Advisory firm - (9/28/2016 Approved)

California

Registered Investment Advisory firm - (11/9/2016 Terminated)

Illinois

Registered Investment Advisory firm - (9/28/2016 Terminated)

Indiana

Registered Investment Advisory firm - (10/13/2016 Terminated)

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Contact information

Main Address

1200 Prospect St Suite 200, La Jolla, CA 92037

Mailing Address

Phone number

(858) 875-4100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (46 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALPHACORE FORM ADV PART 2-OCT. 2025 (10/13/2025)

Regulatory assets under management

Total Number of Accounts	6,249
AUM (Assets Under Management)	$ 6,060,926,747

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

Michael Crawford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ENTRUST WEALTH ADVISORS, LLC

ENTRUST WEALTH ADVISORS, LLC

ARETE WEALTH MANAGEMENT, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

ALPHACORE CAPITAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/11/2002

Series 7TO

Date: 8/10/2022

SIE

Date: 10/1/2018

Series 31

Date: 12/23/2002

Series 7

Date: 8/27/2002

Current Firm

ALPHACORE CAPITAL LLC

Contact information

SEC notice filing (46 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ALPHACORE CAPITAL LLC

TRUST BUT VERIFY

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