Robinson P. Crawford
MONTEBELLO AVENUE
Phoenix, AZ 85016
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CRD#: 6072026
Professional summary
Robinson Powell Crawford, CFP® is a registered financial advisor currently at MONTEBELLO AVENUE located in Phoenix, Arizona.
Robinson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Robinson has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I started in the advice business in 2012 as an intern at First Allied Securities. Lucky for me, I got to see the inside of a lot of classic wealth management firms - how the sausage was made.
Fast forward to 2016, I've worked a few years in the industry, but I'm not happy with my trajectory; I want to write my own story. A couple of industry veterans create a platform called XY Planning Network, seemingly tailor-made for me & my dreams. I want to serve the next generation of clients in a transparent, technology-driven manner, and I'd like to do it on my own terms.
XYPN's message of "yes, you can do this" at their September 2016 conference in San Diego was the catalyst for launching Montebello Avenue, which went live in February of 2017.
Today, clients includes startup founders, employees of tech giants like Apple, Amazon, Google, and Shopify as well as Phoenix-area employers like ASU, Offerpad, and Caris Life Sciences, among others. My firm's client roster is among my most treasured accomplishments.
If you:
are an employee, founder, or executive with equity compensation (ISOs, NQSOs, RSUs, etc.)
have a significant capital gain in company stock, private business, cryptocurrency, or real estate
lack the time & energy to optimally manage your significant personal wealth
would happily outsource investments, planning, and tax needs to a credible partner
are considering retirement, semi-retirement, or a career change,
then we should talk. Your key transition periods are full of crucial details. I help investors protect themselves & their families from costly mistakes. I'm a specialist in early retirement, equity compensation, and capital gains planning.
Some personal fun facts: I'm the youngest – and tallest – of four siblings. I’m married to the world’s most beautiful occupational therapist. I love basketball, baseball, sushi, and my two dogs. I’m a Mississippi native, Phoenix resident, and I can get by in both Spanish & Portuguese.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
Corporate Executives
ExPat and Cross Border Issues
Fixed Fee (Subscription, Retai...
Hourly
Real Estate Investments
Retirement Plan Investment Adv...
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. RIA Clients Operating I, LLC; Not investment related; 1309 Coffeen Ave Ste 1200 Sheridan, WY 82801-5777; Marketing Services; Co-founder; Sales & Operations; 07/2021; 4 hrs/month; 4hrs/month during trading hours; Organize business data & CRM and manage operations and sales to prospective partners 2. Finstead, Inc dba Finny; Not investment related; 736 Paloma Ave Burlingame CA 94010; Education Website; Content Advisor; Content Advisor; 09/2021; 4 hrs/month; 0 hrs/month during trading hours; Produce, edit, and give feedback on educational content for the website askfinny.com
CRS (Client Relationship Summary) - RIA
Click below to view Robinson Powell 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®
CFP®
Start date: 2018
Experience
Current
March 27, 2017 - Present
MONTEBELLO AVENUE
Office #1: 2801 E. Camelback Road Suite 200, Phoenix, AZ 85016RIA
CRD#: 287726
Phoenix, AZ
Past
February 9, 2015 - September 9, 2016
FIRST ALLIED ADVISORY SERVICES, INC.
RIA
CRD#: 137888
SCOTTSDALE, AZ
Past
January 26, 2015 - September 7, 2016
PRISM FINANCIAL CONCEPTS
RIA
CRD#: 159382
SCOTTSDALE, AZ
Past
November 15, 2013 - December 31, 2014
LIFETIME INVESTMENT MANAGEMENT, L.L.C.
RIA
CRD#: 121970
PHOENIX, AZ
Past
June 24, 2013 - September 2, 2016
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
Scottsdale, AZ
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
Arizona(3/27/2017)
IAR
California(2/7/2020)
IAR
Texas(8/28/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MONTEBELLO AVENUE
MONTEBELLO AVENUE | MONTEBELLO AVENUE LIMITED COMPANY
CRD#: 287726 / SEC#:
Arizona
Registered Investment Advisory firm - (3/27/2017 Approved)California
Registered Investment Advisory firm - (2/7/2020 Approved)Texas
Registered Investment Advisory firm - (8/28/2019 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2801 E. Camelback Road Suite 200, Phoenix, AZ 85016
Mailing Address
Phone number
(601) 988-4444
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 178 |
| AUM (Assets Under Management) | $ 54,159,452 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
