Carolyn C. Wasdell
Professional summary
Carolyn Crutchfield Wasdell, who also goes by Carolyn Hayes Crutchfeld, is a registered financial advisor currently at CRUTCHFIELD ADVISORS, INC located in Apex, North Carolina.
Carolyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Carolyn has worked at 4 firms and has passed the Series 66, SIE, Series 3, Series 31, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Carolyn Crutchfield Wasdell's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 12, 2015 - Present
CRUTCHFIELD ADVISORS, INC
Office #1: 2201 Candun Drive Suite 203, Apex, NC 27523June 1, 2009 - December 19, 2014
MORGAN STANLEY
June 1, 2009 - December 19, 2014
MORGAN STANLEY
April 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
April 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
October 24, 2006 - April 2, 2007
MORGAN STANLEY DW INC.
October 9, 2006 - April 2, 2007
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/12/2015)
Exams
Current Firm
CRUTCHFIELD ADVISORS, INC
CRD#: 174252 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 210 |
| AUM (Assets Under Management) | $ 78,000,000 |
Red Flags
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Company Information
CRUTCHFIELD ADVISORS, INC
CRD#: 174252Apex, NC 27523TRUST BUT VERIFY
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