Stuart J. Crandall

HUTCHINSON CAPITAL MANAGEMENT

San Rafael, CA 94901

Some features on this profile are disabled

CRD#: 4991085

Professional summary

Stuart James Crandall, CFP® is a registered financial advisor currently at HUTCHINSON CAPITAL MANAGEMENT located in San Rafael, California.

Stuart is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Stuart has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Stuart James Crandall'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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

April 25, 2016 - Present

HUTCHINSON CAPITAL MANAGEMENT

Office #1: 1101 Fifth Avenue Suite 160, San Rafael, CA 94901

RIA

CRD#: 106158

San Rafael, CA

Past

April 28, 2011 - September 6, 2017

MOSS ADAMS WEALTH ADVISORS LLC

RIA

CRD#: 108917

SEATTLE, WA

Past

April 28, 2011 - October 31, 2016

MOSS ADAMS SECURITIES & INSURANCE LLC

CRD#: 114950

SANTA ROSA, CA

Past

October 19, 2005 - April 4, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SANTA ROSA, CA

Past

September 21, 2005 - April 4, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SANTA ROSA, 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".

HUTCHINSON CAPITAL MANAGEMENT

HUTCHINSON CAPITAL MANAGEMENT | HUTCHINSON CAPITAL MANAGEMENT LLC

CRD#: 106158 / SEC#: 801-48519

RIA

Registered Investment Advisory firm - (2/17/1995 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.

Highlighted states indicate IAR registrations

IAR

California
(4/25/2016)

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: 10/18/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/31/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/20/2005

General Securities Representative Examination

Current Firm

HUTCHINSON CAPITAL MANAGEMENT

HUTCHINSON CAPITAL MANAGEMENT | HUTCHINSON CAPITAL MANAGEMENT LLC

CRD#: 106158 / SEC#: 801-48519

RIA

Registered Investment Advisory firm - (2/17/1995 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1101 Fifth Avenue Suite 160, San Rafael, CA 94901

Mailing Address

Phone number

(415) 464-5650

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

HUTCHINSON CAPITAL FORM ADV PARTS 2A AND 2B OCTOBER 2025 (10/10/2025)

Regulatory assets under management

Total Number of Accounts	744
AUM (Assets Under Management)	$ 883,341,656

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/26/2025	Cover Page	Report
02/25/2025	Cover Page	Report
10/12/2023	Cover Page	Report
01/19/2023	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.

Similar Advisors

Maximilian Soares

J.P. MORGAN SECURITIES LLC

San Francisco, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Stuart J. Crandall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stuart James Crandall's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOSS ADAMS WEALTH ADVISORS LLC

MOSS ADAMS SECURITIES & INSURANCE LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

HUTCHINSON CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 10/18/2005

SIE

Date: 10/31/2016

Series 7

Date: 9/20/2005

Current Firm

HUTCHINSON CAPITAL MANAGEMENT

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HUTCHINSON CAPITAL MANAGEMENT

TRUST BUT VERIFY

Similar Advisors