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RC

Richard A. Crawford

HIGHLINE PRIVATE WEALTH
JACKSONVILLE, FL
Some features on this profile are disabled
CRD#: 5609395
RC

Professional summary

Richard Andrew Crawford II, who also goes by Richard Andrew Crawford II, Rick Crawford, is a registered financial advisor currently at HIGHLINE PRIVATE WEALTH, LLC located in Jacksonville, Florida.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Richard has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Richard Andrew Crawford Ii | Rick 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 Richard Andrew Crawford II'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®
None

Experience

Current

October 3, 2024 - Present

HIGHLINE PRIVATE WEALTH, LLC

RIA
CRD#: 332393
JACKSONVILLE, FL

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
Florida
(10/3/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/25/2024
Uniform Investment Adviser Law Examination

Current Firm

HP
HIGHLINE PRIVATE WEALTH, LLC
HIGHLINE PRIVATE WEALTH, LLC

CRD#: 332393 / SEC#:

Florida
Registered Investment Advisory firm - (10/3/2024 Approved)
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Contact information

Main Address
Jacksonville, FL
Mailing Address
Phone number
(904) 253-8622
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts10
AUM (Assets Under Management)$ 1,262,806

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.

Company Information

HIGHLINE PRIVATE WEALTH, LLC

CRD#: 332393Jacksonville, FL

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