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EC

Eric Crawford

PEACE OF MIND WEALTH MANAGEMENT
CARMEL, IN
Some features on this profile are disabled
CRD#: 5367816
EC

Professional summary

Eric Crawford, CFA, who also goes by Eric R Crawford, is a registered financial advisor currently at PEACE OF MIND WEALTH MANAGEMENT located in Carmel, Indiana.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Eric has worked at 3 firms and has passed the Series 63, Series 87, SIE, Series 86 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Eric R 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Crawford's 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®
CFA

Chartered Financial Analyst

Experience

Current

July 25, 2025 - Present

PEACE OF MIND WEALTH MANAGEMENT

RIA
CRD#: 337623
CARMEL, IN
Past

March 18, 2020 - March 15, 2022

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

June 3, 2019 - December 31, 2019

PEACE OF MIND WEALTH MANAGEMENT

RIA
CRD#: 304380
CARMEL, IN
Past

September 9, 2008 - March 18, 2016

UBS SECURITIES LLC

BD
CRD#: 7654
CHICAGO, IL

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
Indiana
(7/25/2025)
IAR
Texas
(9/4/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 6/19/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 87
Date: 3/6/2020
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
SIE
Date: 3/18/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 86
Date: 9/17/2008
Research Analyst Exam - Part I Analysis Module
General Industry/Product Exam
RR
Series 7
Date: 9/8/2008
General Securities Representative Examination

Current Firm

PO
PEACE OF MIND WEALTH MANAGEMENT
PEACE OF MIND WEALTH MANAGEMENT | PEACE OF MIND WEALTH MANAGEMENT LLC

CRD#: 337623 / SEC#:

Indiana
Registered Investment Advisory firm - (7/25/2025 Approved)
Texas
Registered Investment Advisory firm - (8/8/2025 Conditional Restricted)
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Contact information

Main Address
Carmel, IN
Mailing Address
Phone number
(860) 985-4869
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Company Information

PEACE OF MIND WEALTH MANAGEMENT

CRD#: 337623Carmel, IN

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