Morell S. Crane

MONTZ HARCUS WEALTH MANAGEMENT

New Orleans, LA 70119

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CRD#: 6027482

Professional summary

Morell S Crane III, who also goes by Morell Crane, Morell Spencer Crane III, Morell S Crane III, is a registered financial advisor currently at MONTZ HARCUS WEALTH MANAGEMENT located in New Orleans, Louisiana.

Morell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Morell has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Morell Crane | Morell Spencer Crane Iii | Morell S Crane Iii

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 Morell S Crane III'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®

None

Experience

Current

October 14, 2020 - Present

MONTZ HARCUS WEALTH MANAGEMENT

Office #1: 610 City Park Avenue, New Orleans, LA 70119

RIA

CRD#: 301963

New Orleans, LA

Past

April 4, 2018 - October 8, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW ORLEANS, LA

Past

April 4, 2018 - October 8, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW ORLEANS, LA

Past

October 13, 2016 - March 5, 2018

MORGAN STANLEY

RIA

CRD#: 149777

WASHINGTON, DC

Past

April 7, 2016 - March 5, 2018

MORGAN STANLEY

CRD#: 149777

WASHINGTON, DC

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".

MONTZ HARCUS WEALTH MANAGEMENT

MONTZ HARCUS WEALTH MANAGEMENT | MONTZ HARCUS WEALTH MANAGEMENT LLC

CRD#: 301963 / SEC#: 801-115292

RIA

Registered Investment Advisory firm - (5/17/2019 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

Louisiana
(10/14/2020)

IAR

Texas
(3/4/2024)

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: 10/13/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/7/2016

General Securities Representative Examination

Current Firm

MONTZ HARCUS WEALTH MANAGEMENT

MONTZ HARCUS WEALTH MANAGEMENT | MONTZ HARCUS WEALTH MANAGEMENT LLC

CRD#: 301963 / SEC#: 801-115292

RIA

Registered Investment Advisory firm - (5/17/2019 Approved)

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Contact information

Main Address

610 City Park Avenue, New Orleans, LA 70119

Mailing Address

Phone number

(504) 488-3700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts	1,332
AUM (Assets Under Management)	$ 713,694,816

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.

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Morell S. Crane

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Morell S Crane III's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

MONTZ HARCUS WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 10/13/2016

SIE

Date: 10/1/2018

Series 7

Date: 4/7/2016

Current Firm

MONTZ HARCUS WEALTH MANAGEMENT

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MONTZ HARCUS WEALTH MANAGEMENT

TRUST BUT VERIFY

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