SU
Scott L. Utzinger
CRAWFORD FUND MANAGEMENT
BOSTON, MA 02110-3144
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CRD#: 6123178
SU
Professional summary
Scott Ludwig Utzinger is a registered financial advisor currently at CRAWFORD FUND MANAGEMENT, LLC located in Boston, Massachusetts.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Scott has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
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.
THIRD SLICE, LLC
INVESTMENT-RELATED
396 WASHINGTON ST., SUITE 120, WELLESLEY, MA 02481
FAST-FOOD RESTAURANT FRANCHISE/OPERATING COMPANY
PASSIVE INVESTOR (MEMBER OF THE LLC) SINCE 4/23/10
NO ACTIVE INVOLVEMENT (0 HOURS/MONTH) - PASSIVE INVESTOR ONLY
WORKSHOP CAF� INC.
INVESTMENT-RELATED
1695 FILBERT ST., #9, SAN FRANCISCO, CA 94123
COFFEE SHOP OPERATING COMPANY
PASSIVE INVESTOR IN THE SERIES A PREFERRED STOCK SINCE 4/6/12
NO ACTIVE INVOLVEMENT (0 HOURS/MONTH) - PASSIVE INVESTOR ONLY
PROJECT X VENTURES, LTD.
INVESTMENT-RELATED
680 MISSION ST., #27T, SAN FRANCISCO, CA 94105
BAR/RESTAURANT OPERATING COMPANY
PASSIVE INVESTOR IN THE SERIES A-3 PREFERRED STOCK SINCE 6/11/12
NO ACTIVE INVOLVEMENT (0 HOURS/MONTH) - PASSIVE INVESTOR ONLY
CRS (Client Relationship Summary) - RIA
Click below to view Scott Ludwig Utzinger'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®
NoneExperience
Current
October 15, 2012 - Present
CRAWFORD FUND MANAGEMENT, LLC
Office #1: 265 Franklin Street Suite 1702, Boston, MA 02110-3144RIA
CRD#: 158659
BOSTON, MA
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".
CF
CRAWFORD FUND MANAGEMENT, LLC
CRAWFORD FUND MANAGEMENT, LLC
CRD#: 158659 / SEC#: 801-125023
RIA
Registered Investment Advisory firm - (5/17/2022 Approved)Massachusetts
Registered Investment Advisory firm - (6/10/2022 Terminated)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
Massachusetts(10/15/2012)
Current Firm
CF
CRAWFORD FUND MANAGEMENT, LLC
CRAWFORD FUND MANAGEMENT, LLC
CRD#: 158659 / SEC#: 801-125023
RIA
Registered Investment Advisory firm - (5/17/2022 Approved)Massachusetts
Registered Investment Advisory firm - (6/10/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
265 Franklin Street Suite 1702, Boston, MA 02110-3144
Mailing Address
Phone number
(617) 274-5617
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 184,674,691 |
Red Flags
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Company Information
CRAWFORD FUND MANAGEMENT, LLC
CRD#: 158659Boston, MA 02110-3144TRUST BUT VERIFY
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