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AC

Anne Elizabeth Crenshaw

BUTLER CAPITAL PARTNERS
OYSTER BAY, NY
·CRD# 4881781·10 years registered

Professional Summary

Anne Elizabeth Crenshaw, who also goes by Anne Elizabeth Grady, Anne Grady, is a registered financial advisor currently at BUTLER CAPITAL PARTNERS located in Oyster Bay, New York. Anne is registered as a RR (Registered Representative) and started their career in finance in 2016. Anne has worked at 1 firm and has passed the SIE and Series 99 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Anne Elizabeth Grady, Anne Grady

Blog Corner

More Resources

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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

10 years registered in the securities industry

Current & Past Employments

Current

BUTLER CAPITAL PARTNERSCurrent·CRD# 114242
BD
Oyster Bay, NY
September 2, 2016 - Present

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Current Firm

BC
BUTLER CAPITAL PARTNERS

BUTLER CAPITAL INVESTMENTS, LLC | NORTH CREEK BUTLER | BUTLER CAPITAL PARTNERS

CRD#: 114242 / SEC#: 8-53413
BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)

Contact Information

Main Address

326 Centre Island Road, Oyster Bay, NY 11771

Mailing Address

Po Box 1358, Bayville, NY 11709

Phone Number

(516) 333-2100

Established

New York since 04/16/2001

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (22 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BUTLER, R ALAN JRMANAGING MEMBER1049661
CRENSHAW, ANNE ELIZABETHCHIEF FINANCIAL OFFICER (CFO)4881781
KEMPER, ANTOINE CLAUDE JRCOO1395246
KLICK, ANDREW SCOTTCHIEF COMPLIANCE OFFICER2186884
STEWART, SCOTT ALEXANDERFINANCIAL AND OPERATIONAL PRINCIPAL (FINOP)6977422

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

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

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 99 — Operations Professional Examination

Passed Sep 2016About the Series 99 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Anne Elizabeth Crenshaw's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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