Peter M. Crabtree

FIRST ADVISORS NATIONAL

Libertyville, IL

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CRD#: 6167414

Professional summary

Peter Michael Crabtree is a registered financial advisor currently at FIRST ADVISORS NATIONAL, LLC located in Libertyville, Illinois.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Peter has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

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.

1.) Name: MooseLake LLC, dba FreshRedDoor and Clearwater-Holdings. Address: (home) 821 NE Holcomb Dr., Mundelein, IL 60060. Nature: buy residential rental properites and/or wholesale residential properties. Started in Nov 2019. Not investment related. Approx 15-20 hours per month half of which during trading hours. 2) Paradigm Life Insurance, not investment related, Salt Lake City, UT, insurance services, independent insurance agent. 5/2020, 40 hrs per week

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Michael Crabtree'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

August 31, 2021 - Present

FIRST ADVISORS NATIONAL, LLC

RIA

CRD#: 166212

Libertyville, IL

Past

May 20, 2020 - June 1, 2021

PROSPERITY ECONOMICS PARTNERS, LLC

RIA

CRD#: 148122

Mundelein, IL

Past

August 21, 2014 - May 21, 2020

OSAIC INSTITUTIONS, INC.

RIA

CRD#: 35371

Mundelein, IL

Past

August 21, 2014 - May 21, 2020

OSAIC INSTITUTIONS, INC.

CRD#: 35371

Mundelein, IL

Past

April 11, 2013 - August 22, 2014

MONEY CONCEPTS CAPITAL CORP

RIA

CRD#: 12963

LIBERTYVILLE, IL

Past

March 21, 2013 - August 22, 2014

MONEY CONCEPTS CAPITAL CORP

CRD#: 12963

LIBERTYVILLE, IL

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".

FIRST ADVISORS NATIONAL, LLC

FIRST ADVISORS NATIONAL, LLC | FIRST AMERICAN NATIONAL INVESTMENT ADVISORS, LLC

CRD#: 166212 / SEC#: 801-77440

RIA

Registered Investment Advisory firm - (12/18/2012 Approved)

Georgia

Registered Investment Advisory firm - (3/22/2013 Terminated)

Illinois

Registered Investment Advisory firm - (1/22/2013 Terminated)

North Carolina

Registered Investment Advisory firm - (3/22/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Illinois
(8/31/2021)

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: 4/10/2013

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: 3/20/2013

General Securities Representative Examination

Current Firm

FIRST ADVISORS NATIONAL, LLC

FIRST ADVISORS NATIONAL, LLC | FIRST AMERICAN NATIONAL INVESTMENT ADVISORS, LLC

CRD#: 166212 / SEC#: 801-77440

RIA

Registered Investment Advisory firm - (12/18/2012 Approved)

Georgia

Registered Investment Advisory firm - (3/22/2013 Terminated)

Illinois

Registered Investment Advisory firm - (1/22/2013 Terminated)

North Carolina

Registered Investment Advisory firm - (3/22/2013 Terminated)

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Contact information

Main Address

1372 Peachtree Street Ne, Atlanta, GA 30309

Mailing Address

Phone number

+1 (855) 326-7427

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FAN ADVISORS FIRM BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	5,207
AUM (Assets Under Management)	$ 501,113,212

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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Advisor Monitoring

Firm Stability Insights

Peter M. Crabtree

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Michael Crabtree's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROSPERITY ECONOMICS PARTNERS, LLC

OSAIC INSTITUTIONS, INC.

OSAIC INSTITUTIONS, INC.

MONEY CONCEPTS CAPITAL CORP

MONEY CONCEPTS CAPITAL CORP

Primary Firm SEC Registration

FIRST ADVISORS NATIONAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/10/2013

SIE

Date: 10/1/2018

Series 7

Date: 3/20/2013

Current Firm

FIRST ADVISORS NATIONAL, LLC

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIRST ADVISORS NATIONAL, LLC

TRUST BUT VERIFY

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