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WC

Walter W. Cruttenden

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CRD#: 58203
WC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Walter Wemple Cruttenden III, who also goes by Walter Wemple Cruttenden, was a registered financial professional .

Walter is a previously registered financial professional and started their career in finance in 1972. Walter had worked at 9 firms and has passed the Series 66, SIE, Series 7, Series 24 and Series 00 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Walter Wemple Cruttenden

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.
CRUTTENDEN PARTNERS.; MANAGING DIRECTOR; NEWPORT BEACH, CA;INVESTMENT-RELATED;NO MORE THAN 20 HOURS PER MONTH ACORNS ADVISERS, LLC; CEO; IRVINE, CA; INVESTMENT-RELATED; SEC REGISTERED INVESTMENT ADVISER; NO MORE THAN 20 HOURS PER MONTH ACORNS GROW, INC.; Chairman; IRVINE, CA; INVESTMENT-RELATED, PARENT COMPANY OF ACORNS SECURITIES, LLC; APPROXIMATELY 15 HOURS PER WEEK. DIGITAL OFFERING LLC; ADVISORY BOARD MEMBER; NEWPORT BEACH; INVESTMENT-RELATED; APPROXIMATELY 1-2 HOURS PER MONTH. NO HOURS DURING TRADING HOURS.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

March 5, 2014 - July 1, 2019

ACORNS SECURITIES, LLC

BD
CRD#: 168172
Irvine, CA
Past

December 18, 2013 - August 17, 2022

ACORNS

RIA
CRD#: 165926
IRVINE, CA
Past

May 26, 1999 - January 18, 2000

E*OFFERING

BD
CRD#: 36717
SAN FRANCISCO, CA
Past

October 21, 1985 - November 6, 1998

ROTH CAPITAL PARTNERS, LLC

BD
CRD#: 15407
NEWPORT BEACH, CA
Past

February 6, 1978 - April 5, 1979

SECURITIES WEST, INC.

BD
CRD#: 4898
Past

May 5, 1977 - January 23, 1978

HORNBLOWER, WEEKS, NOYES & TRASK INCORPORATED

BD
CRD#: 7394
Past

July 7, 1976 - May 5, 1977

HORNBLOWER & WEEKS - HEMPHILL, NOYES INCORPORATED

BD
CRD#: 412
Past

August 2, 1973 - August 8, 1976

CRUTTENDEN, GUST & MERHAB, INCORPORATED

BD
CRD#: 3872
Past

November 3, 1972 - September 10, 1973

CRUTTENDEN & STERLING INCORPORATED

BD
CRD#: 1000001

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/17/2013
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 00
Date: 10/30/1972
General Securities Principal Examination

Current Firm


AS
ACORNS SECURITIES, LLC
ACORNS SECURITIES, LLC

CRD#: 168172 / SEC#: , 8-69294

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
5300 California Avenue, Irvine, CA 92617
Mailing Address
5300 California Avenue, Irvine, CA 92617
Phone number
(855) 739-2859
Established
Delaware since 04/09/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ACORNS GROW INCORPORATEDMANAGING MEMBER
CHISOLM, DENISECHIEF COMPLIANCE OFFICER2743307
HARPER, DEREKCONTROLLER, FINOP6402693
SULLIVAN, BEAUCHIEF EXECUTIVE OFFICER5151289

Disclosures


Regulatory Event2

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


ACORNS SECURITIES, LLC

CRD#: 168172

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